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Williams & Novak’s Eli Lilly LLY Stock Holding History

Williams & Novak’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 		$507K Buy
+423
New +$432K 0.34% 71
2025
Q4 		– Sell
-509
Closed -$388K – 152
2025
Q3 		$388K Buy
509
+81
+19% +$60.3K 0.3% 75
2025
Q2 		$334K Buy
+428
New +$333K 0.28% 83

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Williams & Novak's LLY Position: Q2 2026 in Review

Williams & Novak opened a new position in Eli Lilly (LLY) in Q2 2026: 423 shares worth $507K. The stake represents 0.34% of the portfolio and ranks #71 among its holdings. This is a return to the name: Williams & Novak previously reported a position in LLY as recently as Q3 2025.

Williams & Novak first reported a position in LLY in Q2 2025 and has held it in 3 quarters since. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Williams & Novak held 423 shares of Eli Lilly worth $507K as of Q2 2026.
  • Eli Lilly was a new Williams & Novak position in Q2 2026.
  • Eli Lilly made up 0.34% of Williams & Novak's portfolio in Q2 2026, its #71 holding.
  • Williams & Novak first reported a position in Eli Lilly in Q2 2025 and has held it in 3 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.