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Carbahal Olsen Financial Services Group’s Eli Lilly LLY Stock Holding History

Carbahal Olsen Financial Services Group’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 		$617K Buy
514
+13
+3% +$13.3K 0.43% 17
2026
Q1 		$461K Hold
501
– – 0.37% 20
2025
Q4 		$538K Buy
501
+1
+0.2% +$956 0.41% 14
2025
Q3 		$382K Hold
500
– – 0.31% 23
2025
Q2 		$390K Hold
500
– – 0.33% 19
2025
Q1 		$413K Hold
500
– – 0.39% 16
2024
Q4 		$386K Buy
+500
New +$414K 0.36% 18

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 $3.37T AUM 44.26% 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

Carbahal Olsen Financial Services Group's LLY Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group increased its Eli Lilly (LLY) stake by 2.6% in Q2 2026, buying an estimated $13.3K and bringing the position to 514 shares worth $617K. The position accounts for 0.43% of the portfolio, ranked #17.

Carbahal Olsen Financial Services Group first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Carbahal Olsen Financial Services Group held 514 shares of Eli Lilly worth $617K as of Q2 2026.
  • Carbahal Olsen Financial Services Group bought 13 Eli Lilly shares in Q2 2026, an estimated $13.3K.
  • Eli Lilly made up 0.43% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #17 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.