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 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 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

Cannon Financial Strategists's LLY Position: Q1 2026 in Review

Cannon Financial Strategists increased its Eli Lilly (LLY) stake by 2.3% in Q1 2026, buying an estimated $8.11K and bringing the position to 356 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #81.

Cannon Financial Strategists first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $374K in Q4 2025. 4,358 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Cannon Financial Strategists held 356 shares of Eli Lilly worth $328K as of Q1 2026.
Cannon Financial Strategists bought 8 Eli Lilly shares in Q1 2026, an estimated $8.11K.
Eli Lilly made up 0.04% of Cannon Financial Strategists's portfolio in Q1 2026, its #81 holding.
Cannon Financial Strategists first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Cannon Financial Strategists's Eli Lilly position peaked at $374K in Q4 2025.
4,358 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.