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LLYLLY
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Position history for WAWaverly Advisors, LLC's holdings in ELI LILLY & CO

Waverly Advisors, LLC holds 97,676 shares of LLY (ELI LILLY & CO), worth $117.2M as of 2026-Q2. The position was increased (+59.1% shares). LLY represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$117.2M

Current Shares

97,676

Total Value Change

+$101.8M

Total Shares Change

+80,336

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
97,676
+59.1%
$117.2M0.7%$1,197.71
61
2026-Q1
Increased
61,378
+5.6%
$56.5M0.4%$916.88
37
2025-Q4
Increased
58,138
+13.8%
$62.5M0.5%$1,069.51
47
2025-Q3
Increased
51,086
+16.2%
$39M0.4%$758.22
40
2025-Q2
Increased
43,977
+19.5%
$34.3M0.4%$772.95
41
2025-Q1
Increased
36,803
+14.9%
$30.4M0.4%$817.26
39
2024-Q4
Increased
32,016
+84.6%
$24.7M0.4%$762.60
53
2024-Q3
Increased
17,340
+0.2%
$15.4M0.3%$873.71
34

Other major holders of LLY: LILLY ENDOWMENT INC, VANGUARD GROUP INC

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