WPP
LLY icon

Whalerock Point Partners’s Eli Lilly LLY Stock Holding History

Whalerock Point Partners’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 		$3.11M Buy
2,589
+4
+0.2% +$4.09K 0.53% 40
2026
Q1 		$2.38M Hold
2,585
– – 0.46% 45
2025
Q4 		$2.78M Sell
2,585
-175
-6% -$167K 0.53% 41
2025
Q3 		$2.11M Hold
2,760
– – 0.43% 44
2025
Q2 		$2.15M Buy
2,760
+57
+2% +$44.3K 0.47% 45
2025
Q1 		$2.23M Hold
2,703
– – 0.53% 44
2024
Q4 		$2.09M Buy
2,703
+25
+0.9% +$20.7K 0.49% 42
2024
Q3 		$2.37M Buy
2,678
+860
+47% +$773K 0.56% 41
2024
Q2 		$1.65M Buy
1,818
+155
+9% +$124K 0.44% 46
2024
Q1 		$1.29M Hold
1,663
– – 0.35% 55
2023
Q4 		$969K Buy
1,663
+180
+12% +$105K 0.3% 62
2023
Q3 		$797K Hold
1,483
– – 0.28% 65
2023
Q2 		$695K Buy
1,483
+89
+6% +$37.3K 0.24% 73
2023
Q1 		$479K Hold
1,394
– – 0.18% 82
2022
Q4 		$510K Hold
1,394
– – 0.21% 76
2022
Q3 		$451K Hold
1,394
– – 0.2% 78
2022
Q2 		$452K Buy
1,394
+30
+2% +$9.01K 0.19% 81
2022
Q1 		$391K Hold
1,364
– – 0.14% 101
2021
Q4 		$377K Hold
1,364
– – 0.13% 106
2021
Q3 		$315K Hold
1,364
– – 0.12% 107
2021
Q2 		$313K Hold
1,364
– – 0.12% 112
2021
Q1 		$255K Hold
1,364
– – 0.11% 115
2020
Q4 		$230K Buy
1,364
+1,162
+575% +$173K 0.11% 117
2020
Q3 		$202K Sell
202
-1,162
-85% -$180K 0.11% 116
2020
Q2 		$224K Buy
+1,364
New +$209K 0.13% 106

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

Whalerock Point Partners's LLY Position: Q2 2026 in Review

Whalerock Point Partners increased its Eli Lilly (LLY) stake by 0.15% in Q2 2026, buying an estimated $4.09K and bringing the position to 2,589 shares worth $3.11M. The position accounts for 0.53% of the portfolio, ranked #40.

Whalerock Point Partners first reported a position in LLY in Q2 2020 and has held it in 25 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Whalerock Point Partners held 2,589 shares of Eli Lilly worth $3.11M as of Q2 2026.
  • Whalerock Point Partners bought 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.53% of Whalerock Point Partners's portfolio in Q2 2026, its #40 holding.
  • Whalerock Point Partners first reported a position in Eli Lilly in Q2 2020 and has held it in 25 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.