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WBI Investments’s Eli Lilly LLY Stock Holding History

WBI Investments’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$870K Buy
+726
New +$742K 0.22% 121
2026
Q1 		– Sell
-1,080
Closed -$1.16M – 355
2025
Q4 		$1.16M Buy
+1,080
New +$1.03M 0.3% 86
2025
Q2 		– Sell
-400
Closed -$330K – 305
2025
Q1 		$330K Buy
+400
New +$333K 0.09% 168
2021
Q3 		– Sell
-3,342
Closed -$767K – 210
2021
Q2 		$767K Buy
+3,342
New +$671K 0.12% 108
2018
Q1 		– Sell
-233,094
Closed -$19.7M – 266
2017
Q4 		$19.7M Buy
+233,094
New +$19.8M 0.91% 28
2017
Q3 		– Sell
-216,915
Closed -$17.9M – 338
2017
Q2 		$17.9M Buy
+216,915
New +$17.7M 0.78% 28
2016
Q1 		– Sell
-857,977
Closed -$72.3M – 185
2015
Q4 		$72.3M Buy
857,977
+852,815
+16,521% +$70.8M 2.07% 16
2015
Q3 		$432K Buy
+5,162
New +$436K 0.01% 135
2014
Q1 		– Sell
-1,241,550
Closed -$63.3M – 126
2013
Q4 		$63.3M Buy
1,241,550
+700,095
+129% +$35.1M 2.79% 7
2013
Q3 		$27.3M Buy
+541,455
New +$28.3M 1.3% 26

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBI Investments's LLY Position: Q2 2026 in Review

WBI Investments opened a new position in Eli Lilly (LLY) in Q2 2026: 726 shares worth $870K. The stake represents 0.22% of the portfolio and ranks #121 among its holdings. This is a return to the name: WBI Investments previously reported a position in LLY as recently as Q4 2025.

WBI Investments first reported a position in LLY in Q3 2013 and has held it in 10 quarters since. The position peaked at $72.3M in Q4 2015. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • WBI Investments held 726 shares of Eli Lilly worth $870K as of Q2 2026.
  • Eli Lilly was a new WBI Investments position in Q2 2026.
  • Eli Lilly made up 0.22% of WBI Investments's portfolio in Q2 2026, its #121 holding.
  • WBI Investments first reported a position in Eli Lilly in Q3 2013 and has held it in 10 quarters since.
  • WBI Investments's Eli Lilly position peaked at $72.3M in Q4 2015.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.