WAG
LLY icon

Wheelhouse Advisory Group’s Eli Lilly LLY Stock Holding History

Wheelhouse Advisory Group’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 		$1.1M Sell
918
-217
-19% -$222K 0.31% 22
2026
Q1 		$1.04M Hold
1,135
– – 0.35% 22
2025
Q4 		$1.23M Buy
+1,135
New +$1.09M 0.47% 20

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wheelhouse Advisory Group's LLY Position: Q2 2026 in Review

Wheelhouse Advisory Group reduced its Eli Lilly (LLY) stake by 19% in Q2 2026, selling an estimated $222K and leaving 918 shares worth $1.1M. The position accounts for 0.31% of the portfolio, ranked #22.

Wheelhouse Advisory Group first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 3,108 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wheelhouse Advisory Group held 918 shares of Eli Lilly worth $1.1M as of Q2 2026.
  • Wheelhouse Advisory Group sold 217 Eli Lilly shares in Q2 2026, an estimated $222K.
  • Eli Lilly made up 0.31% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #22 holding.
  • Wheelhouse Advisory Group first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Wheelhouse Advisory Group's Eli Lilly position peaked at $1.23M in Q4 2025.
  • 3,108 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.