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Willis Johnson & Associates’s Eli Lilly LLY Stock Holding History

Willis Johnson & Associates’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 		$221K Sell
184
-334
-64% -$341K 0.01% 99
2026
Q1 		$477K Buy
518
+2
+0.4% +$2.03K 0.03% 116
2025
Q4 		$554K Buy
516
+112
+28% +$107K 0.03% 99
2025
Q3 		$309K Buy
404
+26
+7% +$19.3K 0.02% 136
2025
Q2 		$294K Sell
378
-43
-10% -$33.4K 0.02% 133
2025
Q1 		$348K Buy
421
+51
+14% +$42.4K 0.03% 109
2024
Q4 		$286K Sell
370
-342
-48% -$283K 0.02% 120
2024
Q3 		$631K Buy
712
+63
+10% +$56.6K 0.05% 83
2024
Q2 		$588K Buy
649
+118
+22% +$94.4K 0.05% 84
2024
Q1 		$413K Buy
531
+138
+35% +$98.2K 0.04% 99
2023
Q4 		$229K Buy
+393
New +$229K 0.02% 124

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

Willis Johnson & Associates's LLY Position: Q2 2026 in Review

Willis Johnson & Associates reduced its Eli Lilly (LLY) stake by 64% in Q2 2026, selling an estimated $341K and leaving 184 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #99.

Willis Johnson & Associates first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $631K in Q3 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Willis Johnson & Associates held 184 shares of Eli Lilly worth $221K as of Q2 2026.
  • Willis Johnson & Associates sold 334 Eli Lilly shares in Q2 2026, an estimated $341K.
  • Eli Lilly made up 0.01% of Willis Johnson & Associates's portfolio in Q2 2026, its #99 holding.
  • Willis Johnson & Associates first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • Willis Johnson & Associates's Eli Lilly position peaked at $631K in Q3 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.