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Cannon Financial Strategists’s Eli Lilly LLY Stock Holding History

Cannon Financial Strategists’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 		$425K Sell
354
-2
-0.6% -$2.04K 0.05% 85
2026
Q1 		$328K Buy
356
+8
+2% +$8.11K 0.04% 81
2025
Q4 		$374K Hold
348
– – 0.05% 72
2025
Q3 		$266K Hold
348
– – 0.04% 82
2025
Q2 		$271K Hold
348
– – 0.04% 79
2025
Q1 		$288K Hold
348
– – 0.05% 76
2024
Q4 		$269K Hold
348
– – 0.05% 80
2024
Q3 		$309K Hold
348
– – 0.05% 72
2024
Q2 		$315K Hold
348
– – 0.06% 70
2024
Q1 		$271K Hold
348
– – 0.05% 76
2023
Q4 		$203K Buy
+348
New +$203K 0.04% 86

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 $3.38T AUM 44.17% 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

Cannon Financial Strategists's LLY Position: Q2 2026 in Review

Cannon Financial Strategists reduced its Eli Lilly (LLY) stake by 0.56% in Q2 2026, selling an estimated $2.04K and leaving 354 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #85.

Cannon Financial Strategists first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,640 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cannon Financial Strategists held 354 shares of Eli Lilly worth $425K as of Q2 2026.
  • Cannon Financial Strategists sold 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 0.05% of Cannon Financial Strategists's portfolio in Q2 2026, its #85 holding.
  • Cannon Financial Strategists first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,640 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.