Whelan Financial
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Whelan Financial’s Eli Lilly LLY Stock Holding History

Whelan Financial’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
Q3 		$857K Buy
740
+138
+23% +$163K 0.22% 44
2026
Q2 		$722K Buy
602
+63
+12% +$64.4K 0.2% 43
2026
Q1 		$496K Buy
539
+46
+9% +$46.6K 0.15% 52
2025
Q4 		$530K Sell
493
-72
-13% -$68.8K 0.17% 48
2025
Q3 		$431K Buy
565
+136
+32% +$101K 0.14% 55
2025
Q2 		$335K Sell
429
-36
-8% -$28K 0.12% 52
2025
Q1 		$384K Sell
465
-19
-4% -$15.8K 0.15% 43
2024
Q4 		$374K Buy
484
+28
+6% +$23.2K 0.15% 38
2024
Q3 		$404K Buy
456
+55
+14% +$49.4K 0.17% 33
2024
Q2 		$363K Buy
401
+20
+5% +$16K 0.16% 33
2024
Q1 		$297K Buy
+381
New +$271K 0.14% 34

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Whelan Financial's LLY Position: Q3 2026 in Review

Whelan Financial increased its Eli Lilly (LLY) stake by 23% in Q3 2026, buying an estimated $163K and bringing the position to 740 shares worth $857K. The position accounts for 0.22% of the portfolio, ranked #44.

Whelan Financial first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. 2,926 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Whelan Financial held 740 shares of Eli Lilly worth $857K as of Q3 2026.
  • Whelan Financial bought 138 Eli Lilly shares in Q3 2026, an estimated $163K.
  • Eli Lilly made up 0.22% of Whelan Financial's portfolio in Q3 2026, its #44 holding.
  • Whelan Financial first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.