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Whitener Capital Management’s Eli Lilly LLY Stock Holding History

Whitener Capital Management’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 		$3.55M Buy
2,960
+1,309
+79% +$1.34M 0.75% 31
2026
Q1 		$1.52M Buy
1,651
+193
+13% +$196K 0.35% 60
2025
Q4 		$1.57M Buy
1,458
+11
+0.8% +$10.5K 0.36% 58
2025
Q3 		$1.1M Sell
1,447
-27
-2% -$20.1K 0.26% 74
2025
Q2 		$1.15M Sell
1,474
-7
-0.5% -$5.44K 0.3% 67
2025
Q1 		$1.22M Sell
1,481
-338
-19% -$281K 0.35% 62
2024
Q4 		$1.4M Sell
1,819
-44
-2% -$36.4K 0.39% 55
2024
Q3 		$1.65M Buy
1,863
+268
+17% +$241K 0.47% 51
2024
Q2 		$1.44M Buy
1,595
+187
+13% +$150K 0.44% 50
2024
Q1 		$1.1M Buy
1,408
+212
+18% +$151K 0.36% 61
2023
Q4 		$697K Buy
+1,196
New +$698K 0.25% 75
2019
Q4 		– Sell
-31
Closed -$3K – 305
2019
Q3 		$3K Buy
+31
New +$3.45K ﹤0.01% 427
2019
Q1 		– Sell
-550
Closed -$63K – 490
2018
Q4 		$63K Hold
550
– – 0.05% 173
2018
Q3 		$59K Buy
+550
New +$55K 0.04% 186
2018
Q2 		– Sell
-550
Closed -$42K – 276
2018
Q1 		$42K Hold
550
– – 0.03% 213
2017
Q4 		$46K Buy
+550
New +$46.8K 0.04% 193

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Whitener Capital Management's LLY Position: Q2 2026 in Review

Whitener Capital Management increased its Eli Lilly (LLY) stake by 79% in Q2 2026, buying an estimated $1.34M and bringing the position to 2,960 shares worth $3.55M. The position accounts for 0.75% of the portfolio, ranked #31.

Whitener Capital Management first reported a position in LLY in Q4 2017 and has held it in 16 quarters since. 1,945 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Whitener Capital Management held 2,960 shares of Eli Lilly worth $3.55M as of Q2 2026.
  • Whitener Capital Management bought 1,309 Eli Lilly shares in Q2 2026, an estimated $1.34M.
  • Eli Lilly made up 0.75% of Whitener Capital Management's portfolio in Q2 2026, its #31 holding.
  • Whitener Capital Management first reported a position in Eli Lilly in Q4 2017 and has held it in 16 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.