WD Rutherford’s Eli Lilly LLY Stock Holding History

WD Rutherford’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	$4.49M	Buy	+3,746	New	+$3.83M	1.63%	27
2025 Q3	–	Sell	-110	Closed	-$85.7K	–	85
2025 Q2	$85.7K	Buy	+110	New	+$85.5K	0.04%	79
2024 Q4	–	Sell	-274	Closed	-$243K	–	75
2024 Q3	$243K	Buy	274 +40	+17%	+$36K	0.12%	75
2024 Q2	$212K	Sell	234 -6	-3%	-$4.8K	0.11%	79
2024 Q1	$187K	Buy	+240	New	+$171K	0.1%	79
2023 Q3	–	Sell	-520	Closed	-$244K	–	80
2023 Q2	$244K	Buy	+520	New	+$218K	0.16%	76
2023 Q1	–	Sell	-520	Closed	-$190K	–	104
2022 Q4	$190K	Sell	520 -65	-11%	-$23K	0.15%	70
2022 Q3	$189K	Buy	585 +15	+3%	+$4.75K	0.15%	74
2022 Q2	$185K	Hold	570	–	–	0.14%	69
2022 Q1	$163K	Hold	570	–	–	0.09%	80
2021 Q4	$157K	Hold	570	–	–	0.08%	82
2021 Q3	$132K	Hold	570	–	–	0.07%	84
2021 Q2	$131K	Hold	570	–	–	0.07%	85
2021 Q1	$106K	Hold	570	–	–	0.07%	88
2020 Q4	$96K	Buy	+570	New	+$85.1K	0.06%	85

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WD Rutherford's LLY Position: Q2 2026 in Review

WD Rutherford opened a new position in Eli Lilly (LLY) in Q2 2026: 3,746 shares worth $4.49M. The stake represents 1.63% of the portfolio and ranks #27 among its holdings. This is a return to the name: WD Rutherford previously reported a position in LLY as recently as Q2 2025.

WD Rutherford first reported a position in LLY in Q4 2020 and has held it in 15 quarters since. 1,249 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

WD Rutherford held 3,746 shares of Eli Lilly worth $4.49M as of Q2 2026.
Eli Lilly was a new WD Rutherford position in Q2 2026.
Eli Lilly made up 1.63% of WD Rutherford's portfolio in Q2 2026, its #27 holding.
WD Rutherford first reported a position in Eli Lilly in Q4 2020 and has held it in 15 quarters since.
1,249 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.