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Wolff Financial Management’s Eli Lilly LLY Stock Holding History

Wolff Financial Management’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 		$9.32M Sell
7,772
-425
-5% -$434K 1.86% 12
2026
Q1 		$7.54M Buy
8,197
+1
+0% +$1.01K 1.67% 12
2025
Q4 		$8.81M Hold
8,196
– – 1.98% 12
2025
Q3 		$6.25M Sell
8,196
-207
-2% -$154K 1.45% 12
2025
Q2 		$6.55M Sell
8,403
-402
-5% -$312K 1.69% 11
2025
Q1 		$7.27M Hold
8,805
– – 2.01% 11
2024
Q4 		$6.8M Sell
8,805
-224
-2% -$185K 1.89% 11
2024
Q3 		$8M Buy
+9,029
New +$8.12M 2.17% 11
2024
Q2 		– Sell
-9,029
Closed -$7.02M – 65
2024
Q1 		$7.02M Sell
9,029
-5,808
-39% -$4.13M 2.05% 11
2023
Q4 		$8.65M Buy
14,837
+1
+0% +$584 2.67% 10
2023
Q3 		$7.97M Buy
+14,836
New +$7.64M 2.72% 10
2023
Q2 		– Sell
-15,128
Closed -$5.2M – 67
2023
Q1 		$5.2M Buy
15,128
+1
+0% +$337 1.81% 13
2022
Q4 		$5.53M Sell
15,127
-17
-0.1% -$6.03K 2.05% 13
2022
Q3 		$4.9M Buy
15,144
+1
+0% +$317 2.23% 14
2022
Q2 		$4.91M Buy
15,143
+1,815
+14% +$545K 2.18% 14
2022
Q1 		$3.82M Buy
13,328
+1
+0% +$257 1.52% 16
2021
Q4 		$3.68M Buy
+13,327
New +$3.38M 1.39% 16
2021
Q1 		$2.63M Sell
14,081
-411
-3% -$80.4K 1.21% 21
2020
Q4 		$2.45M Sell
14,492
-191
-1% -$28.5K 1.28% 21
2020
Q3 		$2.17M Buy
14,683
+2
+0% +$310 1.29% 19
2020
Q2 		$2.41M Buy
14,681
+2
+0% +$307 1.53% 17
2020
Q1 		$2.04M Buy
14,679
+415
+3% +$57K 1.54% 16
2019
Q4 		$1.88M Sell
14,264
-83
-0.6% -$9.62K 1.24% 18
2019
Q3 		$1.6M Buy
14,347
+2
+0% +$223 1.17% 20
2019
Q2 		$1.59M Buy
14,345
+2
+0% +$236 1.22% 18
2019
Q1 		$1.86M Buy
14,343
+368
+3% +$44.7K 1.54% 15
2018
Q4 		$1.62M Buy
+13,975
New +$1.56M 1.57% 14

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
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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wolff Financial Management's LLY Position: Q2 2026 in Review

Wolff Financial Management reduced its Eli Lilly (LLY) stake by 5.2% in Q2 2026, selling an estimated $434K and leaving 7,772 shares worth $9.32M. The position accounts for 1.86% of the portfolio, ranked #12.

Wolff Financial Management first reported a position in LLY in Q4 2018 and has held it in 27 quarters since. 1,098 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wolff Financial Management held 7,772 shares of Eli Lilly worth $9.32M as of Q2 2026.
  • Wolff Financial Management sold 425 Eli Lilly shares in Q2 2026, an estimated $434K.
  • Eli Lilly made up 1.86% of Wolff Financial Management's portfolio in Q2 2026, its #12 holding.
  • Wolff Financial Management first reported a position in Eli Lilly in Q4 2018 and has held it in 27 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.