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Whipplewood Advisors’s Eli Lilly LLY Stock Holding History

Whipplewood 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
2026
Q2 		$26.4K Sell
22
-69
-76% -$70.5K 0.02% 174
2026
Q1 		$83.7K Buy
91
+62
+214% +$62.9K 0.04% 213
2025
Q4 		$31.2K Buy
29
+17
+142% +$16.3K 0.02% 229
2025
Q3 		$9.16K Sell
12
-313
-96% -$233K 0.01% 265
2025
Q2 		$253K Sell
325
-18
-5% -$14K 0.14% 144
2025
Q1 		$291K Sell
343
-9
-3% -$7.49K 0.17% 123
2024
Q4 		$272K Buy
+352
New +$291K 0.15% 127

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's LLY Position: Q2 2026 in Review

Whipplewood Advisors reduced its Eli Lilly (LLY) stake by 76% in Q2 2026, selling an estimated $70.5K and leaving 22 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #174.

Whipplewood Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q1 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Whipplewood Advisors held 22 shares of Eli Lilly worth $26.4K as of Q2 2026.
  • Whipplewood Advisors sold 69 Eli Lilly shares in Q2 2026, an estimated $70.5K.
  • Eli Lilly made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #174 holding.
  • Whipplewood Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Eli Lilly position peaked at $291K in Q1 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.