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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
Q2 		$1.08M Buy
898
+3
+0.3% +$3.06K 0.17% 54
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
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

Altiora Financial Group's LLY Position: Q2 2026 in Review

Altiora Financial Group increased its Eli Lilly (LLY) stake by 0.34% in Q2 2026, buying an estimated $3.06K and bringing the position to 898 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #54.

Altiora Financial Group first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Altiora Financial Group held 898 shares of Eli Lilly worth $1.08M as of Q2 2026.
  • Altiora Financial Group bought 3 Eli Lilly shares in Q2 2026, an estimated $3.06K.
  • Eli Lilly made up 0.17% of Altiora Financial Group's portfolio in Q2 2026, its #54 holding.
  • Altiora Financial Group first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.