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Western Financial Corp’s Eli Lilly LLY Stock Holding History

Western Financial Corp’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 		$615K Sell
513
-3,656
-88% -$3.74M 0.18% 90
2026
Q1 		$3.83M Buy
4,169
+1,023
+33% +$1.04M 1.5% 14
2025
Q4 		$3.38M Buy
+3,146
New +$3.01M 1.34% 15
2025
Q3 		– Sell
-311
Closed -$242K – 126
2025
Q2 		$242K Sell
311
-1,072
-78% -$833K 0.13% 115
2025
Q1 		$1.14M Sell
1,383
-916
-40% -$762K 0.66% 39
2024
Q4 		$1.77M Sell
2,299
-1,610
-41% -$1.33M 0.98% 24
2024
Q3 		$3.46M Buy
3,909
+34
+0.9% +$30.6K 1.97% 6
2024
Q2 		$3.51M Sell
3,875
-87
-2% -$69.6K 2.12% 6
2024
Q1 		$3.08M Buy
3,962
+1,274
+47% +$907K 1.89% 7
2023
Q4 		$1.57M Sell
2,688
-92
-3% -$53.7K 1.05% 14
2023
Q3 		$1.49M Sell
2,780
-345
-11% -$178K 1.09% 11
2023
Q2 		$1.47M Sell
3,125
-592
-16% -$248K 1% 13
2023
Q1 		$1.28M Buy
3,717
+231
+7% +$77.9K 0.91% 19
2022
Q4 		$1.28M Buy
3,486
+180
+5% +$63.8K 0.83% 18
2022
Q3 		$1.07M Buy
3,306
+285
+9% +$90.3K 0.75% 24
2022
Q2 		$979K Buy
+3,021
New +$907K 0.7% 27

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

Western Financial Corp's LLY Position: Q2 2026 in Review

Western Financial Corp reduced its Eli Lilly (LLY) stake by 88% in Q2 2026, selling an estimated $3.74M and leaving 513 shares worth $615K. The position accounts for 0.18% of the portfolio, ranked #90.

Western Financial Corp first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.83M in Q1 2026. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Western Financial Corp held 513 shares of Eli Lilly worth $615K as of Q2 2026.
  • Western Financial Corp sold 3,656 Eli Lilly shares in Q2 2026, an estimated $3.74M.
  • Eli Lilly made up 0.18% of Western Financial Corp's portfolio in Q2 2026, its #90 holding.
  • Western Financial Corp first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
  • Western Financial Corp's Eli Lilly position peaked at $3.83M in Q1 2026.
  • 1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.