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Wealth Management Partners’s Eli Lilly LLY Stock Holding History

Wealth Management Partners’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 		$2.16M Buy
1,802
+589
+49% +$602K 0.51% 44
2026
Q1 		$1.12M Sell
1,213
-24
-2% -$24.3K 0.32% 66
2025
Q4 		$1.33M Buy
1,237
+18
+1% +$17.2K 0.38% 56
2025
Q3 		$930K Buy
1,219
+32
+3% +$23.8K 0.3% 70
2025
Q2 		$917K Sell
1,187
-60
-5% -$46.6K 0.32% 67
2025
Q1 		$1.03M Sell
1,247
-100
-7% -$83.2K 0.48% 49
2024
Q4 		$1.04M Buy
1,347
+34
+3% +$28.2K 0.45% 53
2024
Q3 		$1.16M Sell
1,313
-145
-10% -$130K 0.54% 42
2024
Q2 		$1.32M Sell
1,458
-115
-7% -$92K 0.64% 36
2024
Q1 		$1.22M Sell
1,573
-69
-4% -$49.1K 0.62% 36
2023
Q4 		$957K Buy
1,642
+22
+1% +$12.8K 0.53% 45
2023
Q3 		$870K Hold
1,620
– – 0.54% 41
2023
Q2 		$760K Hold
1,620
– – 0.48% 46
2023
Q1 		$556K Sell
1,620
-380
-19% -$128K 0.39% 57
2022
Q4 		$593K Hold
2,000
– – 0.49% 47
2022
Q3 		$586K Hold
2,000
– – 0.52% 48
2022
Q2 		$618K Hold
2,000
– – 0.54% 45
2022
Q1 		$574K Hold
2,000
– – 0.41% 54
2021
Q4 		$554K Sell
2,000
-177
-8% -$44.9K 0.38% 59
2021
Q3 		$503K Hold
2,177
– – 0.37% 59
2021
Q2 		$500K Buy
2,177
+292
+15% +$58.7K 0.35% 64
2021
Q1 		$344K Hold
1,885
– – 0.26% 81
2020
Q4 		$401K Buy
+1,885
New +$281K 0.31% 73

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 Management Partners's LLY Position: Q2 2026 in Review

Wealth Management Partners increased its Eli Lilly (LLY) stake by 49% in Q2 2026, buying an estimated $602K and bringing the position to 1,802 shares worth $2.16M. The position accounts for 0.51% of the portfolio, ranked #44.

Wealth Management Partners first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. 1,716 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealth Management Partners held 1,802 shares of Eli Lilly worth $2.16M as of Q2 2026.
  • Wealth Management Partners bought 589 Eli Lilly shares in Q2 2026, an estimated $602K.
  • Eli Lilly made up 0.51% of Wealth Management Partners's portfolio in Q2 2026, its #44 holding.
  • Wealth Management Partners first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • 1,716 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.