WCM Investment Management
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WCM Investment Management’s Eli Lilly LLY Stock Holding History

WCM Investment Management’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 		$18.3M Sell
14,882
-430
-3% -$439K 0.03% 109
2026
Q1 		$13.6M Sell
15,312
-624
-4% -$633K 0.03% 121
2025
Q4 		$17.2M Sell
15,936
-427
-3% -$408K 0.04% 107
2025
Q3 		$11.9M Sell
16,363
-630
-4% -$469K 0.02% 134
2025
Q2 		$13.2M Buy
16,993
+38
+0.2% +$29.5K 0.03% 133
2025
Q1 		$13.9M Buy
16,955
+250
+1% +$208K 0.04% 116
2024
Q4 		$12.9M Buy
16,705
+3,445
+26% +$2.85M 0.03% 139
2024
Q3 		$11.6M Buy
13,260
+1,716
+15% +$1.54M 0.03% 142
2024
Q2 		$10.5M Buy
11,544
+67
+0.6% +$53.6K 0.02% 141
2024
Q1 		$8.93M Buy
+11,477
New +$8.17M 0.02% 143

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

WCM Investment Management's LLY Position: Q2 2026 in Review

WCM Investment Management reduced its Eli Lilly (LLY) stake by 2.8% in Q2 2026, selling an estimated $439K and leaving 14,882 shares worth $18.3M. The position accounts for 0.03% of the portfolio, ranked #109.

WCM Investment Management first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • WCM Investment Management held 14,882 shares of Eli Lilly worth $18.3M as of Q2 2026.
  • WCM Investment Management sold 430 Eli Lilly shares in Q2 2026, an estimated $439K.
  • Eli Lilly made up 0.03% of WCM Investment Management's portfolio in Q2 2026, its #109 holding.
  • WCM Investment Management first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.