Ares Financial Consulting
LLY icon

Ares Financial Consulting’s Eli Lilly LLY Stock Holding History

Ares Financial Consulting’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 		$449K Buy
388
+9
+2% +$10.6K 0.31% 52
2026
Q2 		$455K Buy
379
+16
+4% +$16.3K 0.33% 53
2026
Q1 		$347K Buy
363
+171
+89% +$173K 0.27% 57
2025
Q4 		$206K Buy
+192
New +$184K 0.2% 69

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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

Ares Financial Consulting's LLY Position: Q3 2026 in Review

Ares Financial Consulting increased its Eli Lilly (LLY) stake by 2.4% in Q3 2026, buying an estimated $10.6K and bringing the position to 388 shares worth $449K. The position accounts for 0.31% of the portfolio, ranked #52.

Ares Financial Consulting first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $455K in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Ares Financial Consulting held 388 shares of Eli Lilly worth $449K as of Q3 2026.
  • Ares Financial Consulting bought 9 Eli Lilly shares in Q3 2026, an estimated $10.6K.
  • Eli Lilly made up 0.31% of Ares Financial Consulting's portfolio in Q3 2026, its #52 holding.
  • Ares Financial Consulting first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Eli Lilly position peaked at $455K in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.