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Whitney & Co’s Eli Lilly LLY Stock Holding History

Whitney & Co’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 		$22.6M Buy
18,857
+212
+1% +$217K 1.65% 18
2026
Q1 		$17.1M Buy
18,645
+380
+2% +$385K 1.43% 20
2025
Q4 		$19.6M Buy
18,265
+8,894
+95% +$8.5M 1.56% 18
2025
Q3 		$7.15M Buy
9,371
+205
+2% +$153K 0.65% 50
2025
Q2 		$7.15M Buy
9,166
+448
+5% +$348K 0.7% 50
2025
Q1 		$7.2M Buy
+8,718
New +$7.25M 0.77% 47
2024
Q3 		– Sell
-225
Closed -$204K – 130
2024
Q2 		$204K Sell
225
-50
-18% -$40K 0.02% 120
2024
Q1 		$214K Buy
+275
New +$196K 0.03% 124

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Whitney & Co's LLY Position: Q2 2026 in Review

Whitney & Co increased its Eli Lilly (LLY) stake by 1.1% in Q2 2026, buying an estimated $217K and bringing the position to 18,857 shares worth $22.6M. The position accounts for 1.65% of the portfolio, ranked #18.

Whitney & Co first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Whitney & Co held 18,857 shares of Eli Lilly worth $22.6M as of Q2 2026.
  • Whitney & Co bought 212 Eli Lilly shares in Q2 2026, an estimated $217K.
  • Eli Lilly made up 1.65% of Whitney & Co's portfolio in Q2 2026, its #18 holding.
  • Whitney & Co first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.