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 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%	-$2.33K	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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alpha Financial Partners's LLY Position: Q1 2026 in Review

Alpha Financial Partners increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $77K and bringing the position to 687 shares worth $632K. The position accounts for 0.37% of the portfolio, ranked #40.

Alpha Financial Partners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $656K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Alpha Financial Partners held 687 shares of Eli Lilly worth $632K as of Q1 2026.
Alpha Financial Partners bought 76 Eli Lilly shares in Q1 2026, an estimated $77K.
Eli Lilly made up 0.37% of Alpha Financial Partners's portfolio in Q1 2026, its #40 holding.
Alpha Financial Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Partners's Eli Lilly position peaked at $656K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.