WAS
LLY icon

WESPAC Advisors SoCal’s Eli Lilly LLY Stock Holding History

WESPAC Advisors SoCal’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 		$1.03M Buy
858
+185
+27% +$189K 0.18% 81
2026
Q1 		$619K Sell
673
-2
-0.3% -$2.03K 0.13% 87
2025
Q4 		$725K Buy
675
+12
+2% +$11.5K 0.15% 82
2025
Q3 		$506K Sell
663
-46
-6% -$34.2K 0.1% 88
2025
Q2 		$553K Sell
709
-116
-14% -$90.1K 0.12% 81
2025
Q1 		$681K Sell
825
-1,035
-56% -$861K 0.18% 69
2024
Q4 		$1.44M Sell
1,860
-14,816
-89% -$12.3M 0.32% 60
2024
Q3 		$14.8M Buy
16,676
+1,290
+8% +$1.16M 3.42% 9
2024
Q2 		$13.9M Buy
15,386
+938
+6% +$750K 3.5% 7
2024
Q1 		$11.2M Buy
14,448
+565
+4% +$402K 2.94% 10
2023
Q4 		$8.09M Buy
+13,883
New +$8.1M 2.36% 15
2016
Q4 		– Sell
-300
Closed -$24.1K – 273
2016
Q3 		$24.1K Hold
300
– – 0.02% 140
2016
Q2 		$23.6K Hold
300
– – 0.02% 151
2016
Q1 		$21.6K Sell
300
-500
-63% -$37.8K 0.02% 149
2015
Q4 		$67K Buy
+800
New +$66.4K 0.04% 112

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

WESPAC Advisors SoCal's LLY Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Eli Lilly (LLY) stake by 27% in Q2 2026, buying an estimated $189K and bringing the position to 858 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #81.

WESPAC Advisors SoCal first reported a position in LLY in Q4 2015 and has held it in 15 quarters since. The position peaked at $14.8M in Q3 2024. 1,669 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • WESPAC Advisors SoCal held 858 shares of Eli Lilly worth $1.03M as of Q2 2026.
  • WESPAC Advisors SoCal bought 185 Eli Lilly shares in Q2 2026, an estimated $189K.
  • Eli Lilly made up 0.18% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #81 holding.
  • WESPAC Advisors SoCal first reported a position in Eli Lilly in Q4 2015 and has held it in 15 quarters since.
  • WESPAC Advisors SoCal's Eli Lilly position peaked at $14.8M in Q3 2024.
  • 1,669 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.