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West Michigan Advisors’s Eli Lilly LLY Stock Holding History

West Michigan 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 		$2.59M Sell
2,160
-114
-5% -$116K 0.49% 54
2026
Q1 		$2.09M Buy
2,274
+120
+6% +$122K 0.46% 64
2025
Q4 		$2.31M Sell
2,154
-527
-20% -$504K 0.53% 65
2025
Q3 		$2.05M Buy
2,681
+201
+8% +$150K 0.49% 66
2025
Q2 		$1.93M Sell
2,480
-160
-6% -$124K 0.55% 46
2025
Q1 		$2.18M Buy
2,640
+13
+0.5% +$10.8K 0.72% 39
2024
Q4 		$2.03M Buy
2,627
+5
+0.2% +$4.14K 0.61% 41
2024
Q3 		$2.32M Buy
2,622
+46
+2% +$41.4K 0.7% 40
2024
Q2 		$2.33M Buy
2,576
+34
+1% +$27.2K 0.74% 36
2024
Q1 		$1.98M Sell
2,542
-58
-2% -$41.3K 0.64% 40
2023
Q4 		$1.52M Buy
2,600
+20
+0.8% +$11.7K 0.57% 42
2023
Q3 		$1.39M Buy
2,580
+2
+0.1% +$1.03K 0.74% 40
2023
Q2 		$1.21M Sell
2,578
-64
-2% -$26.8K 0.48% 58
2023
Q1 		$907K Buy
2,642
+137
+5% +$46.2K 0.52% 46
2022
Q4 		$916K Sell
2,505
-8
-0.3% -$2.84K 0.67% 35
2022
Q3 		$813K Sell
2,513
-2
-0.1% -$634 0.71% 35
2022
Q2 		$815K Sell
2,515
-1
-0% -$300 0.7% 39
2022
Q1 		$721K Buy
2,516
+113
+5% +$29.1K 0.49% 46
2021
Q4 		$664K Buy
+2,403
New +$609K 0.49% 47

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

West Michigan Advisors's LLY Position: Q2 2026 in Review

West Michigan Advisors reduced its Eli Lilly (LLY) stake by 5% in Q2 2026, selling an estimated $116K and leaving 2,160 shares worth $2.59M. The position accounts for 0.49% of the portfolio, ranked #54.

West Michigan Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • West Michigan Advisors held 2,160 shares of Eli Lilly worth $2.59M as of Q2 2026.
  • West Michigan Advisors sold 114 Eli Lilly shares in Q2 2026, an estimated $116K.
  • Eli Lilly made up 0.49% of West Michigan Advisors's portfolio in Q2 2026, its #54 holding.
  • West Michigan Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.