Websterrogers Financial Advisors’s Eli Lilly LLY Stock Holding History

Websterrogers Financial Advisors’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	$216K	Sell	180 -64	-26%	-$65.4K	0.06%	95
2026 Q1	$224K	Sell	244 -39	-14%	-$39.5K	0.06%	86
2025 Q4	$304K	Hold	283	–	–	0.09%	69
2025 Q3	$216K	Sell	283 -27	-9%	-$20.1K	0.06%	86
2025 Q2	$242K	Hold	310	–	–	0.08%	73
2025 Q1	$256K	Sell	310 -174	-36%	-$145K	0.09%	70
2024 Q4	$374K	Sell	484 -16	-3%	-$13.2K	0.13%	53
2024 Q3	$443K	Sell	500 -100	-17%	-$89.9K	0.16%	49
2024 Q2	$543K	Hold	600	–	–	0.19%	48
2024 Q1	$467K	Hold	600	–	–	0.17%	50
2023 Q4	$350K	Hold	600	–	–	0.15%	53
2023 Q3	$322K	Sell	600 -19	-3%	-$9.79K	0.14%	56
2023 Q2	$290K	Hold	619	–	–	0.13%	54
2023 Q1	$213K	Hold	619	–	–	0.1%	58
2022 Q4	$226K	Hold	619	–	–	0.11%	57
2022 Q3	$200K	Sell	619 -80	-11%	-$25.3K	0.11%	51
2022 Q2	$227K	Hold	699	–	–	0.11%	55
2022 Q1	$205K	Buy	+699	New	+$180K	0.1%	65

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

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Websterrogers Financial Advisors's LLY Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Eli Lilly (LLY) stake by 26% in Q2 2026, selling an estimated $65.4K and leaving 180 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #95.

Websterrogers Financial Advisors first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $543K in Q2 2024. 961 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Websterrogers Financial Advisors held 180 shares of Eli Lilly worth $216K as of Q2 2026.
Websterrogers Financial Advisors sold 64 Eli Lilly shares in Q2 2026, an estimated $65.4K.
Eli Lilly made up 0.06% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #95 holding.
Websterrogers Financial Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
Websterrogers Financial Advisors's Eli Lilly position peaked at $543K in Q2 2024.
961 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.