AmeriFlex Group’s Eli Lilly LLY Stock Holding History

AmeriFlex 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	$660K	Sell	718 -130	-15%	-$132K	0.33%	65
2025 Q4	$911K	Sell	848 -77	-8%	-$73.6K	0.47%	39
2025 Q3	$705K	Sell	925 -245	-21%	-$182K	0.26%	75
2025 Q2	$930K	Buy	1,170 +52	+5%	+$40.4K	0.49%	47
2025 Q1	$923K	Buy	1,118 +649	+138%	+$540K	0.38%	58
2024 Q4	$381K	Buy	+469	New	+$388K	0.17%	127

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

AmeriFlex Group's LLY Position: Q1 2026 in Review

AmeriFlex Group reduced its Eli Lilly (LLY) stake by 15% in Q1 2026, selling an estimated $132K and leaving 718 shares worth $660K. The position accounts for 0.33% of the portfolio, ranked #65.

AmeriFlex Group first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $930K in Q2 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

AmeriFlex Group held 718 shares of Eli Lilly worth $660K as of Q1 2026.
AmeriFlex Group sold 130 Eli Lilly shares in Q1 2026, an estimated $132K.
Eli Lilly made up 0.33% of AmeriFlex Group's portfolio in Q1 2026, its #65 holding.
AmeriFlex Group first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Eli Lilly position peaked at $930K in Q2 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.