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Willner & Heller’s Eli Lilly LLY Stock Holding History

Willner & Heller’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 		$1.1M Buy
917
+9
+1% +$9.2K 0.69% 40
2026
Q1 		$835K Sell
908
-4
-0.4% -$4.05K 0.62% 46
2025
Q4 		$980K Sell
912
-24
-3% -$22.9K 0.7% 37
2025
Q3 		$714K Buy
936
+52
+6% +$38.7K 0.55% 54
2025
Q2 		$689K Buy
884
+30
+4% +$23.3K 0.58% 53
2025
Q1 		$705K Buy
854
+13
+2% +$10.8K 0.65% 48
2024
Q4 		$649K Buy
841
+223
+36% +$185K 0.57% 53
2024
Q3 		$548K Buy
618
+10
+2% +$8.99K 0.49% 63
2024
Q2 		$550K Sell
608
-51
-8% -$40.8K 0.53% 57
2024
Q1 		$512K Sell
659
-98
-13% -$69.7K 0.51% 64
2023
Q4 		$441K Buy
+757
New +$442K 0.49% 74
2022
Q4 		$382K Sell
1,043
-27
-3% -$9.57K 0.54% 70
2022
Q3 		$346K Sell
1,070
-45
-4% -$14.3K 0.56% 63
2022
Q2 		$362K Buy
1,115
+7
+0.6% +$2.1K 0.56% 62
2022
Q1 		$306K Buy
1,108
+4
+0.4% +$1.03K 0.38% 97
2021
Q4 		$255K Buy
+1,104
New +$280K 0.34% 107

Other funds holding LLY

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Willner & Heller's LLY Position: Q2 2026 in Review

Willner & Heller increased its Eli Lilly (LLY) stake by 0.99% in Q2 2026, buying an estimated $9.2K and bringing the position to 917 shares worth $1.1M. The position accounts for 0.69% of the portfolio, ranked #40.

Willner & Heller first reported a position in LLY in Q4 2021 and has held it in 16 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Willner & Heller held 917 shares of Eli Lilly worth $1.1M as of Q2 2026.
  • Willner & Heller bought 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 0.69% of Willner & Heller's portfolio in Q2 2026, its #40 holding.
  • Willner & Heller first reported a position in Eli Lilly in Q4 2021 and has held it in 16 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.