Barnes Pettey Financial Advisors’s Eli Lilly LLY Stock Holding History

Barnes Pettey Financial Advisors’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	$505K	Hold	549	–	–	0.22%	88
2025 Q4	$590K	Hold	549	–	–	0.29%	67
2025 Q3	$419K	Buy	549 +73	+15%	+$54.3K	0.23%	77
2025 Q2	$371K	Sell	476 -10	-2%	-$7.77K	0.25%	71
2025 Q1	$401K	Hold	486	–	–	0.31%	62
2024 Q4	$375K	Sell	486 -40	-8%	-$33.1K	0.29%	60
2024 Q3	$466K	Sell	526 -2	-0.4%	-$1.8K	0.37%	52
2024 Q2	$478K	Sell	528 -60	-10%	-$48K	0.41%	46
2024 Q1	$457K	Sell	588 -3	-0.5%	-$2.13K	0.4%	51
2023 Q4	$345K	Sell	591 -98	-14%	-$57.2K	0.28%	64
2023 Q3	$370K	Hold	689	–	–	0.34%	63
2023 Q2	$323K	Hold	689	–	–	0.28%	65
2023 Q1	$237K	Hold	689	–	–	0.23%	90
2022 Q4	$252K	Sell	689 -161	-19%	-$57.1K	0.26%	84
2022 Q3	$275K	Sell	850 -50	-6%	-$15.8K	0.38%	69
2022 Q2	$292K	Hold	900	–	–	0.38%	66
2022 Q1	$258K	Hold	900	–	–	0.31%	74
2021 Q4	$249K	Buy	+900	New	+$228K	0.29%	78

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

Barnes Pettey Financial Advisors's LLY Position: Q1 2026 in Review

Barnes Pettey Financial Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 549 shares worth $505K. The position accounts for 0.22% of the portfolio, ranked #88.

Barnes Pettey Financial Advisors first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $590K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Barnes Pettey Financial Advisors held 549 shares of Eli Lilly worth $505K as of Q1 2026.
Barnes Pettey Financial Advisors left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.22% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #88 holding.
Barnes Pettey Financial Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Barnes Pettey Financial Advisors's Eli Lilly position peaked at $590K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.