Alpha Financial Partners
LLY icon

Alpha Financial Partners’s Eli Lilly LLY Stock Holding History

Alpha Financial Partners’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 		$826K Buy
714
+30
+4% +$35.4K 0.42% 40
2026
Q2 		$820K Sell
684
-3
-0.4% -$3.06K 0.43% 36
2026
Q1 		$632K Buy
687
+76
+12% +$77K 0.37% 40
2025
Q4 		$656K Buy
611
+151
+33% +$144K 0.4% 38
2025
Q3 		$351K Sell
460
-33
-7% -$24.6K 0.23% 61
2025
Q2 		$384K Hold
493
– – 0.28% 54
2025
Q1 		$407K Buy
493
+37
+8% +$30.8K 0.33% 41
2024
Q4 		$352K Buy
456
+211
+86% +$175K 0.28% 45
2024
Q3 		$217K Sell
245
-212
-46% -$191K 0.15% 103
2024
Q2 		$414K Sell
457
-8
-2% -$6.4K 0.36% 38
2024
Q1 		$362K Hold
465
– – 0.33% 39
2023
Q4 		$271K Sell
465
-4
-0.9% -$2.34K 0.27% 51
2023
Q3 		$252K Sell
469
-200
-30% -$103K 0.29% 63
2023
Q2 		$314K Hold
669
– – 0.33% 59
2023
Q1 		$230K Hold
669
– – 0.26% 85
2022
Q4 		$245K Buy
+669
New +$237K 0.3% 69

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

Alpha Financial Partners's LLY Position: Q3 2026 in Review

Alpha Financial Partners increased its Eli Lilly (LLY) stake by 4.4% in Q3 2026, buying an estimated $35.4K and bringing the position to 714 shares worth $826K. The position accounts for 0.42% of the portfolio, ranked #40.

Alpha Financial Partners first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Alpha Financial Partners held 714 shares of Eli Lilly worth $826K as of Q3 2026.
  • Alpha Financial Partners bought 30 Eli Lilly shares in Q3 2026, an estimated $35.4K.
  • Eli Lilly made up 0.42% of Alpha Financial Partners's portfolio in Q3 2026, its #40 holding.
  • Alpha Financial Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.