Affiance Financial
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Affiance Financial’s Eli Lilly LLY Stock Holding History

Affiance Financial’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
Q3 		$1.62M Sell
1,399
-6
-0.4% -$7.08K 0.23% 42
2026
Q2 		$1.69M Hold
1,405
– – 0.24% 42
2026
Q1 		$1.29M Hold
1,405
– – 0.21% 47
2025
Q4 		$1.51M Sell
1,405
-116
-8% -$111K 0.24% 43
2025
Q3 		$1.16M Sell
1,521
-115
-7% -$85.6K 0.21% 47
2025
Q2 		$1.28M Sell
1,636
-11
-0.7% -$8.55K 0.26% 44
2025
Q1 		$1.36M Sell
1,647
-6
-0.4% -$4.99K 0.32% 42
2024
Q4 		$1.28M Sell
1,653
-272
-14% -$225K 0.31% 46
2024
Q3 		$1.71M Hold
1,925
– – 0.41% 37
2024
Q2 		$1.74M Buy
1,925
+85
+5% +$68K 0.45% 34
2024
Q1 		$1.43M Buy
1,840
+5
+0.3% +$3.56K 0.39% 38
2023
Q4 		$1.07M Hold
1,835
– – 0.31% 50
2023
Q3 		$986K Hold
1,835
– – 0.5% 48
2023
Q2 		$861K Hold
1,835
– – 0.42% 53
2023
Q1 		$630K Hold
1,835
– – 0.33% 56
2022
Q4 		$671K Hold
1,835
– – 0.27% 60
2022
Q3 		$593K Hold
1,835
– – 0.33% 42
2022
Q2 		$595K Hold
1,835
– – 0.32% 47
2022
Q1 		$525K Buy
1,835
+35
+2% +$9.01K 0.26% 56
2021
Q4 		$497K Hold
1,800
– – 0.21% 74
2021
Q3 		$416K Sell
1,800
-5
-0.3% -$1.23K 0.18% 80
2021
Q2 		$414K Buy
1,805
+5
+0.3% +$1K 0.18% 81
2021
Q1 		$336K Hold
1,800
– – 0.15% 85
2020
Q4 		$304K Hold
1,800
– – 0.16% 86
2020
Q3 		$266K Hold
1,800
– – 0.15% 85
2020
Q2 		$296K Hold
1,800
– – 0.16% 74
2020
Q1 		$250K Hold
1,800
– – 0.17% 72
2019
Q4 		$237K Hold
1,800
– – 0.13% 81
2019
Q3 		$201K Buy
+1,800
New +$200K 0.12% 90
2019
Q2 		– Sell
-1,800
Closed -$234K – 93
2019
Q1 		$234K Hold
1,800
– – 0.15% 84
2018
Q4 		$208K Buy
+1,800
New +$201K 0.14% 89

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Affiance Financial's LLY Position: Q3 2026 in Review

Affiance Financial reduced its Eli Lilly (LLY) stake by 0.43% in Q3 2026, selling an estimated $7.08K and leaving 1,399 shares worth $1.62M. The position accounts for 0.23% of the portfolio, ranked #42.

Affiance Financial first reported a position in LLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.74M in Q2 2024. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Affiance Financial held 1,399 shares of Eli Lilly worth $1.62M as of Q3 2026.
  • Affiance Financial sold 6 Eli Lilly shares in Q3 2026, an estimated $7.08K.
  • Eli Lilly made up 0.23% of Affiance Financial's portfolio in Q3 2026, its #42 holding.
  • Affiance Financial first reported a position in Eli Lilly in Q4 2018 and has held it in 31 quarters since.
  • Affiance Financial's Eli Lilly position peaked at $1.74M in Q2 2024.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.