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 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 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

Whelan Financial's LLY Position: Q2 2026 in Review

Whelan Financial increased its Eli Lilly (LLY) stake by 12% in Q2 2026, buying an estimated $64.4K and bringing the position to 602 shares worth $722K. The position accounts for 0.2% of the portfolio, ranked #43.

Whelan Financial first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 1,691 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Whelan Financial held 602 shares of Eli Lilly worth $722K as of Q2 2026.
Whelan Financial bought 63 Eli Lilly shares in Q2 2026, an estimated $64.4K.
Eli Lilly made up 0.2% of Whelan Financial's portfolio in Q2 2026, its #43 holding.
Whelan Financial first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
1,691 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.