Wealth Enhancement Advisory Services
LLY icon

Wealth Enhancement Advisory Services’s Eli Lilly LLY Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q2 		– Sell
-500
Closed -$54K – 2662
2024
Q1 		$54K Sell
500
-1,500
-75% -$1.07M ﹤0.01% 2339
2023
Q4 		$244K Hold
2,000
– – ﹤0.01% 1970
2023
Q3 		$190K Buy
+2,000
New +$1.03M ﹤0.01% 2016

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services's LLY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $22.8M and bringing the position to 183,702 shares worth $197M. The position accounts for 0.33% of the portfolio, ranked #45.

Wealth Enhancement Advisory Services first reported a position in LLY in Q4 2015 and has held it in 34 quarters since. The position peaked at $228M in Q4 2025. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 183,702 shares of Eli Lilly worth $197M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 22,314 Eli Lilly shares in Q2 2026, an estimated $22.8M.
  • Eli Lilly made up 0.33% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #45 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eli Lilly in Q4 2015 and has held it in 34 quarters since.
  • Wealth Enhancement Advisory Services's Eli Lilly position peaked at $228M in Q4 2025.
  • 1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.