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A&I Financial Services’s Eli Lilly LLY Stock Holding History

A&I Financial Services’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 		$239K Buy
+199
New +$203K 0.1% 69
2025
Q3 		– Sell
-333
Closed -$260K – 80
2025
Q2 		$260K Sell
333
-1
-0.3% -$777 0.15% 65
2025
Q1 		$276K Buy
334
+33
+11% +$27.5K 0.19% 62
2024
Q4 		$232K Buy
+301
New +$249K 0.23% 62

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

A&I Financial Services's LLY Position: Q2 2026 in Review

A&I Financial Services opened a new position in Eli Lilly (LLY) in Q2 2026: 199 shares worth $239K. The stake represents 0.1% of the portfolio and ranks #69 among its holdings. This is a return to the name: A&I Financial Services previously reported a position in LLY as recently as Q2 2025.

A&I Financial Services first reported a position in LLY in Q4 2024 and has held it in 4 quarters since. The position peaked at $276K in Q1 2025. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • A&I Financial Services held 199 shares of Eli Lilly worth $239K as of Q2 2026.
  • Eli Lilly was a new A&I Financial Services position in Q2 2026.
  • Eli Lilly made up 0.1% of A&I Financial Services's portfolio in Q2 2026, its #69 holding.
  • A&I Financial Services first reported a position in Eli Lilly in Q4 2024 and has held it in 4 quarters since.
  • A&I Financial Services's Eli Lilly position peaked at $276K in Q1 2025.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.