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Williamson Legacy Group’s Eli Lilly LLY Stock Holding History

Williamson Legacy Group’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 		$2.29M Sell
1,905
-249
-12% -$254K 1.13% 31
2026
Q1 		$1.98M Buy
2,154
+114
+6% +$116K 1.49% 19
2025
Q4 		$2.19M Sell
2,040
-107
-5% -$102K 1.71% 18
2025
Q3 		$1.64M Sell
2,147
-8
-0.4% -$5.95K 1.27% 28
2025
Q2 		$1.68M Buy
2,155
+32
+2% +$24.9K 1.42% 18
2025
Q1 		$1.75M Sell
2,123
-54,451
-96% -$45.3M 1.66% 12
2024
Q4 		$43.7M Sell
56,574
-100
-0.2% -$82.8K 29.11% 1
2024
Q3 		$50.2M Buy
56,674
+13,694
+32% +$12.3M 33.56% 1
2024
Q2 		$38.9M Buy
42,980
+101
+0.2% +$80.8K 28.95% 1
2024
Q1 		$33.4M Sell
42,879
-104
-0.2% -$74K 25.84% 1
2023
Q4 		$25.1M Buy
+42,983
New +$25.1M 23.23% 1

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 $3.37T AUM 44.26% 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

Williamson Legacy Group's LLY Position: Q2 2026 in Review

Williamson Legacy Group reduced its Eli Lilly (LLY) stake by 12% in Q2 2026, selling an estimated $254K and leaving 1,905 shares worth $2.29M. The position accounts for 1.13% of the portfolio, ranked #31.

Williamson Legacy Group first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.2M in Q3 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Williamson Legacy Group held 1,905 shares of Eli Lilly worth $2.29M as of Q2 2026.
  • Williamson Legacy Group sold 249 Eli Lilly shares in Q2 2026, an estimated $254K.
  • Eli Lilly made up 1.13% of Williamson Legacy Group's portfolio in Q2 2026, its #31 holding.
  • Williamson Legacy Group first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • Williamson Legacy Group's Eli Lilly position peaked at $50.2M in Q3 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.