Altiora Financial Group’s Eli Lilly LLY Stock Holding History

Altiora Financial Group’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	$823K	Sell	895 -8	-0.9%	-$8.11K	0.14%	59
2025 Q4	$970K	Sell	903 -41	-4%	-$39.2K	0.17%	53
2025 Q3	$720K	Hold	944	–	–	0.13%	54
2025 Q2	$736K	Hold	944	–	–	0.14%	54
2025 Q1	$780K	Sell	944 -30	-3%	-$25K	0.17%	52
2024 Q4	$752K	Buy	974 +336	+53%	+$278K	0.16%	54
2024 Q3	$565K	Hold	638	–	–	0.13%	66
2024 Q2	$578K	Buy	638 +41	+7%	+$32.8K	0.14%	59
2024 Q1	$464K	Sell	597 -16	-3%	-$11.4K	0.13%	60
2023 Q4	$357K	Buy	613 +159	+35%	+$92.8K	0.1%	62
2023 Q3	$244K	Buy	+454	New	+$234K	0.11%	53

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

Altiora Financial Group's LLY Position: Q1 2026 in Review

Altiora Financial Group reduced its Eli Lilly (LLY) stake by 0.89% in Q1 2026, selling an estimated $8.11K and leaving 895 shares worth $823K. The position accounts for 0.14% of the portfolio, ranked #59.

Altiora Financial Group first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $970K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Altiora Financial Group held 895 shares of Eli Lilly worth $823K as of Q1 2026.
Altiora Financial Group sold 8 Eli Lilly shares in Q1 2026, an estimated $8.11K.
Eli Lilly made up 0.14% of Altiora Financial Group's portfolio in Q1 2026, its #59 holding.
Altiora Financial Group first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Altiora Financial Group's Eli Lilly position peaked at $970K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.