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Abbot Financial Management’s Eli Lilly LLY Stock Holding History

Abbot 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 		$249K Buy
+208
New +$213K 0.09% 130
2026
Q1 		– Sell
-208
Closed -$224K – 139
2025
Q4 		$224K Buy
+208
New +$199K 0.09% 129
2024
Q4 		– Sell
-228
Closed -$202K – 129
2024
Q3 		$202K Hold
228
– – 0.1% 123
2024
Q2 		$206K Buy
+228
New +$182K 0.11% 119
2021
Q1 		– Sell
-328
Closed -$55K – 144
2020
Q4 		$55K Hold
328
– – 0.03% 133
2020
Q3 		$49K Hold
328
– – 0.03% 124
2020
Q2 		$54K Hold
328
– – 0.04% 120
2020
Q1 		$46K Hold
328
– – 0.04% 115
2019
Q4 		$43K Buy
+328
New +$38K 0.03% 128

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

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

Abbot Financial Management opened a new position in Eli Lilly (LLY) in Q2 2026: 208 shares worth $249K. The stake represents 0.09% of the portfolio and ranks #130 among its holdings. This is a return to the name: Abbot Financial Management previously reported a position in LLY as recently as Q4 2025.

Abbot Financial Management first reported a position in LLY in Q4 2019 and has held it in 9 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Abbot Financial Management held 208 shares of Eli Lilly worth $249K as of Q2 2026.
  • Eli Lilly was a new Abbot Financial Management position in Q2 2026.
  • Eli Lilly made up 0.09% of Abbot Financial Management's portfolio in Q2 2026, its #130 holding.
  • Abbot Financial Management first reported a position in Eli Lilly in Q4 2019 and has held it in 9 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.