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WestEnd Advisors’s Eli Lilly LLY Stock Holding History

WestEnd 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 		$28.8K Buy
24
+2
+9% +$2.04K ﹤0.01% 69
2026
Q1 		$20.2K Hold
22
– – ﹤0.01% 68
2025
Q4 		$23.6K Sell
22
-2
-8% -$1.91K ﹤0.01% 70
2025
Q3 		$18.3K Sell
24
-10
-29% -$7.44K ﹤0.01% 65
2025
Q2 		$26.5K Buy
34
+3
+10% +$2.33K ﹤0.01% 59
2025
Q1 		$25.6K Buy
31
+21
+210% +$17.5K ﹤0.01% 61
2024
Q4 		$7.72K Buy
10
+1
+11% +$828 ﹤0.01% 75
2024
Q3 		$7.97K Sell
9
-1
-10% -$899 ﹤0.01% 69
2024
Q2 		$9.05K Sell
10
-3
-23% -$2.4K ﹤0.01% 67
2024
Q1 		$10.1K Buy
13
+1
+8% +$712 ﹤0.01% 65
2023
Q4 		$7K Buy
12
+1
+9% +$584 ﹤0.01% 69
2023
Q3 		$5.91K Buy
+11
New +$5.67K ﹤0.01% 70
2023
Q1 		– Sell
-9
Closed -$3.04K – 72
2022
Q4 		$3.29K Sell
9
-1
-10% -$355 ﹤0.01% 69
2022
Q3 		$3K Hold
10
– – ﹤0.01% 76
2022
Q2 		$3.24K Buy
+10
New +$3K ﹤0.01% 77
2022
Q1 		– Sell
-6
Closed -$1.54K – 77
2021
Q4 		$1.66K Buy
+6
New +$1.52K ﹤0.01% 89
2021
Q3 		– Hold
0
– – – 88
2021
Q2 		– Hold
0
– – – 86

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

WestEnd Advisors's LLY Position: Q2 2026 in Review

WestEnd Advisors increased its Eli Lilly (LLY) stake by 9.1% in Q2 2026, buying an estimated $2.04K and bringing the position to 24 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #69.

WestEnd Advisors first reported a position in LLY in Q4 2021 and has held it in 16 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • WestEnd Advisors held 24 shares of Eli Lilly worth $28.8K as of Q2 2026.
  • WestEnd Advisors bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #69 holding.
  • WestEnd Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 16 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.