Wellspring Financial Advisors’s Eli Lilly LLY Stock Holding History

Wellspring 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	$4.34M	Sell	3,616 -423	-10%	-$432K	0.29%	37
2026 Q1	$3.72M	Buy	4,039 +1,706	+73%	+$1.73M	0.28%	41
2025 Q4	$2.51M	Buy	2,333 +1,731	+288%	+$1.66M	0.2%	48
2025 Q3	$459K	Buy	602 +16	+3%	+$11.9K	0.04%	90
2025 Q2	$457K	Buy	586 +40	+7%	+$31.1K	0.05%	88
2025 Q1	$451K	Buy	546 +15	+3%	+$12.5K	0.05%	77
2024 Q4	$410K	Sell	531 -246	-32%	-$204K	0.04%	85
2024 Q3	$689K	Buy	777 +141	+22%	+$127K	0.08%	68
2024 Q2	$576K	Buy	636 +244	+62%	+$195K	0.08%	76
2024 Q1	$305K	Buy	+392	New	+$279K	0.05%	96
2023 Q1	–	Sell	-577	Closed	-$211K	–	128
2022 Q4	$211K	Buy	+577	New	+$205K	0.07%	101

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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

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) 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

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

Wellspring Financial Advisors reduced its Eli Lilly (LLY) stake by 10% in Q2 2026, selling an estimated $432K and leaving 3,616 shares worth $4.34M. The position accounts for 0.29% of the portfolio, ranked #37.

Wellspring Financial Advisors first reported a position in LLY in Q4 2022 and has held it in 11 quarters since. 1,565 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Wellspring Financial Advisors held 3,616 shares of Eli Lilly worth $4.34M as of Q2 2026.
Wellspring Financial Advisors sold 423 Eli Lilly shares in Q2 2026, an estimated $432K.
Eli Lilly made up 0.29% of Wellspring Financial Advisors's portfolio in Q2 2026, its #37 holding.
Wellspring Financial Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 11 quarters since.
1,565 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.