WMG Financial Advisors’s Eli Lilly LLY Stock Holding History

WMG Financial Advisors’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	$581K	Sell	484 -36	-7%	-$36.8K	0.22%	48
2026 Q1	$478K	Sell	520 -120	-19%	-$122K	0.2%	48
2025 Q4	$688K	Sell	640 -247	-28%	-$236K	0.28%	49
2025 Q3	$677K	Buy	887 +15	+2%	+$11.2K	0.23%	68
2025 Q2	$680K	Sell	872 -87	-9%	-$67.6K	0.25%	59
2025 Q1	$792K	Buy	959 +9	+0.9%	+$7.49K	0.34%	48
2024 Q4	$733K	Buy	950 +471	+98%	+$390K	0.32%	50
2024 Q3	$424K	Buy	+479	New	+$431K	0.19%	77
2024 Q2	–	Sell	-323	Closed	-$251K	–	164
2024 Q1	$251K	Buy	+323	New	+$230K	0.14%	113

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WMG Financial Advisors's LLY Position: Q2 2026 in Review

WMG Financial Advisors reduced its Eli Lilly (LLY) stake by 6.9% in Q2 2026, selling an estimated $36.8K and leaving 484 shares worth $581K. The position accounts for 0.22% of the portfolio, ranked #48.

WMG Financial Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $792K in Q1 2025. 1,640 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

WMG Financial Advisors held 484 shares of Eli Lilly worth $581K as of Q2 2026.
WMG Financial Advisors sold 36 Eli Lilly shares in Q2 2026, an estimated $36.8K.
Eli Lilly made up 0.22% of WMG Financial Advisors's portfolio in Q2 2026, its #48 holding.
WMG Financial Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
WMG Financial Advisors's Eli Lilly position peaked at $792K in Q1 2025.
1,640 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.