Skip to main content

Whelan Financial

SEC CIK
0001894921
Latest filing
Jul 24, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Whelan Financial, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
602
Value
$722.4K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of LLY by Whelan Financial, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026602$722.4K0.2%+63+11.7%AddedHolders
Q1 2026539$496.0K0.2%+46+9.3%AddedHolders
Q4 2025493$530.0K0.2%−72−12.7%ReducedHolders
Q3 2025565$431.2K0.1%+136+31.7%AddedHolders
Q2 2025429$334.6K0.1%−36−7.7%ReducedHolders
Q1 2025465$384.4K0.1%−19−3.9%ReducedHolders
Q4 2024484$373.8K0.1%+28+6.1%AddedHolders
Q3 2024456$404.1K0.2%+55+13.7%AddedHolders
Q2 2024401$363.2K0.2%+20+5.2%AddedHolders
Q1 2024381$296.5K0.1%+381NewHolders