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Werba Rubin Papier Wealth Management’s Eli Lilly LLY Stock Holding History

Werba Rubin Papier Wealth Management’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 		$1.54M Buy
1,280
+8
+0.6% +$8.17K 0.19% 69
2026
Q1 		$1.17M Buy
1,272
+473
+59% +$480K 0.16% 74
2025
Q4 		$859K Buy
799
+117
+17% +$112K 0.23% 69
2025
Q3 		$520K Buy
682
+79
+13% +$58.8K 0.08% 120
2025
Q2 		$470K Buy
603
+64
+12% +$49.7K 0.09% 117
2025
Q1 		$445K Buy
539
+75
+16% +$62.4K 0.1% 109
2024
Q4 		$358K Sell
464
-44
-9% -$36.4K 0.08% 123
2024
Q3 		$450K Buy
508
+113
+29% +$102K 0.11% 108
2024
Q2 		$358K Buy
+395
New +$316K 0.1% 110

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Werba Rubin Papier Wealth Management's LLY Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Eli Lilly (LLY) stake by 0.63% in Q2 2026, buying an estimated $8.17K and bringing the position to 1,280 shares worth $1.54M. The position accounts for 0.19% of the portfolio, ranked #69.

Werba Rubin Papier Wealth Management first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 1,280 shares of Eli Lilly worth $1.54M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 0.19% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.