Wetzel Investment Advisors’s Eli Lilly LLY Stock Holding History

Wetzel Investment 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	$13.5M	Hold	11,256	–	–	4.68%	5
2026 Q1	$10.4M	Buy	11,256 +410	+4%	+$416K	4.12%	8
2025 Q4	$11.7M	Buy	10,846 +1,176	+12%	+$1.12M	4.72%	7
2025 Q3	$7.38M	Buy	9,670 +8	+0.1%	+$5.95K	3.15%	8
2025 Q2	$7.53M	Buy	9,662 +2	+0%	+$1.55K	3.44%	8
2025 Q1	$7.98M	Buy	9,660 +21	+0.2%	+$17.5K	4.02%	5
2024 Q4	$7.44M	Buy	9,639 +83	+0.9%	+$68.7K	3.7%	5
2024 Q3	$8.47M	Buy	9,556 +108	+1%	+$97.1K	4.26%	5
2024 Q2	$7.35M	Buy	9,448 +85	+0.9%	+$68K	4.2%	4
2024 Q1	$6.98M	Sell	9,363 -223	-2%	-$159K	4.11%	4
2023 Q4	$5.59M	Buy	+9,586	New	+$5.6M	3.43%	5

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wetzel Investment Advisors's LLY Position: Q2 2026 in Review

Wetzel Investment Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 11,256 shares worth $13.5M. The position accounts for 4.68% of the portfolio, ranked #5.

Wetzel Investment Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Wetzel Investment Advisors held 11,256 shares of Eli Lilly worth $13.5M as of Q2 2026.
Wetzel Investment Advisors left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 4.68% of Wetzel Investment Advisors's portfolio in Q2 2026, its #5 holding.
Wetzel Investment Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.