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Black Diamond Financial’s Eli Lilly LLY Stock Holding History

Black Diamond Financial’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 		$1.14M Sell
1,243
-461
-27% -$467K 0.12% 76
2025
Q4 		$1.83M Sell
1,704
-1,309
-43% -$1.25M 0.19% 63
2025
Q3 		$2.3M Buy
3,013
+94
+3% +$70K 0.26% 53
2025
Q2 		$2.28M Sell
2,919
-77
-3% -$59.8K 0.35% 48
2025
Q1 		$2.47M Buy
2,996
+786
+36% +$654K 0.37% 47
2024
Q4 		$1.71M Buy
2,210
+661
+43% +$547K 0.26% 55
2024
Q3 		$1.37M Buy
1,549
+27
+2% +$24.3K 0.23% 55
2024
Q2 		$1.38M Buy
1,522
+443
+41% +$354K 0.27% 54
2024
Q1 		$629K Hold
1,079
– – 0.17% 61
2023
Q4 		$629K Sell
1,079
-36
-3% -$21K 0.17% 61
2023
Q3 		$599K Sell
1,115
-30
-3% -$15.5K 0.18% 56
2023
Q2 		$537K Hold
1,145
– – 0.16% 61
2023
Q1 		$393K Buy
1,145
+66
+6% +$22.3K 0.13% 69
2022
Q4 		$395K Hold
1,079
– – 0.14% 69
2022
Q3 		$349K Sell
1,079
-95
-8% -$30.1K 0.14% 71
2022
Q2 		$381K Buy
1,174
+95
+9% +$28.5K 0.15% 70
2022
Q1 		$309K Sell
1,079
-143
-12% -$36.8K 0.1% 91
2021
Q4 		$338K Buy
+1,222
New +$310K 0.11% 69
2021
Q3 		– Sell
-1,222
Closed -$280K – 82
2021
Q2 		$280K Buy
1,222
+69
+6% +$13.9K 0.11% 70
2021
Q1 		$215K Buy
+1,153
New +$226K 0.09% 78
2020
Q3 		– Sell
-1,280
Closed -$210K – 76
2020
Q2 		$210K Sell
1,280
-519
-29% -$79.7K 0.14% 63
2020
Q1 		$250K Buy
+1,799
New +$247K 0.19% 60

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Black Diamond Financial's LLY Position: Q1 2026 in Review

Black Diamond Financial reduced its Eli Lilly (LLY) stake by 27% in Q1 2026, selling an estimated $467K and leaving 1,243 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #76.

Black Diamond Financial first reported a position in LLY in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.47M in Q1 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Black Diamond Financial held 1,243 shares of Eli Lilly worth $1.14M as of Q1 2026.
  • Black Diamond Financial sold 461 Eli Lilly shares in Q1 2026, an estimated $467K.
  • Eli Lilly made up 0.12% of Black Diamond Financial's portfolio in Q1 2026, its #76 holding.
  • Black Diamond Financial first reported a position in Eli Lilly in Q1 2020 and has held it in 22 quarters since.
  • Black Diamond Financial's Eli Lilly position peaked at $2.47M in Q1 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.