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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
2024
Q3 		– Sell
-3
Closed -$106K – 559
2024
Q2 		$106K Buy
+3
New +$2.4K 0.06% 171

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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. 2,373 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.
  • 2,373 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.