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Wedmont Private Capital’s Eli Lilly LLY Stock Holding History

Wedmont Private Capital’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 		$19.1M Buy
16,064
+1,242
+8% +$1.27M 0.52% 31
2026
Q1 		$14.1M Buy
14,822
+303
+2% +$307K 0.46% 33
2025
Q4 		$16.1M Buy
14,519
+1,042
+8% +$996K 0.56% 30
2025
Q3 		$11.4M Sell
13,477
-1,221
-8% -$909K 0.42% 38
2025
Q2 		$11.6M Buy
14,698
+30
+0.2% +$23.3K 0.49% 37
2025
Q1 		$10.7M Buy
14,668
+519
+4% +$432K 0.55% 29
2024
Q4 		$11.3M Buy
14,149
+1,147
+9% +$950K 0.6% 29
2024
Q3 		$11.7M Buy
13,002
+592
+5% +$532K 0.67% 27
2024
Q2 		$11.8M Buy
12,410
+585
+5% +$468K 0.74% 23
2024
Q1 		$8.95M Buy
11,825
+627
+6% +$446K 0.65% 25
2023
Q4 		$7.01M Buy
11,198
+1,061
+10% +$619K 0.57% 30
2023
Q3 		$5.8M Buy
10,137
+466
+5% +$240K 0.59% 30
2023
Q2 		$4.35M Buy
9,671
+735
+8% +$308K 0.47% 34
2023
Q1 		$3.28M Sell
8,936
-482
-5% -$163K 0.43% 42
2022
Q4 		$3.42M Buy
9,418
+1,420
+18% +$503K 0.51% 31
2022
Q3 		$2.59M Buy
7,998
+463
+6% +$147K 0.52% 33
2022
Q2 		$2.44M Buy
7,535
+3,425
+83% +$1.03M 0.53% 33
2022
Q1 		$1.2M Buy
4,110
+1,143
+39% +$294K 0.27% 63
2021
Q4 		$741K Buy
+2,967
New +$752K 0.23% 76

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

Wedmont Private Capital's LLY Position: Q2 2026 in Review

Wedmont Private Capital increased its Eli Lilly (LLY) stake by 8.4% in Q2 2026, buying an estimated $1.27M and bringing the position to 16,064 shares worth $19.1M. The position accounts for 0.52% of the portfolio, ranked #31.

Wedmont Private Capital first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wedmont Private Capital held 16,064 shares of Eli Lilly worth $19.1M as of Q2 2026.
  • Wedmont Private Capital bought 1,242 Eli Lilly shares in Q2 2026, an estimated $1.27M.
  • Eli Lilly made up 0.52% of Wedmont Private Capital's portfolio in Q2 2026, its #31 holding.
  • Wedmont Private Capital first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.