Carr Financial Group’s Eli Lilly LLY Stock Holding History

Carr Financial 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 Q1	$3.42M	Buy	3,724 +19	+0.5%	+$19.3K	0.9%	22
2025 Q4	$3.98M	Sell	3,705 -294	-7%	-$281K	1.06%	20
2025 Q3	$3.05M	Buy	3,999 +655	+20%	+$487K	0.84%	23
2025 Q2	$2.61M	Buy	3,344 +75	+2%	+$58.3K	0.77%	26
2025 Q1	$2.7M	Sell	3,269 -380	-10%	-$316K	0.88%	24
2024 Q4	$2.82M	Sell	3,649 -11	-0.3%	-$9.11K	0.87%	25
2024 Q3	$3.24M	Sell	3,660 -435	-11%	-$391K	0.95%	23
2024 Q2	$3.71M	Buy	4,095 +27	+0.7%	+$21.6K	1.18%	18
2024 Q1	$3.16M	Sell	4,068 -318	-7%	-$226K	1.05%	19
2023 Q4	$2.56M	Hold	4,386	–	–	0.95%	21
2023 Q3	$2.49M	Sell	4,386 -84	-2%	-$43.3K	0.99%	22
2023 Q2	$2.1M	Hold	4,470	–	–	0.84%	23
2023 Q1	$1.54M	Sell	4,470 -300	-6%	-$101K	0.68%	28
2022 Q4	$1.75M	Buy	+4,770	New	+$1.69M	0.92%	25

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

Carr Financial Group's LLY Position: Q1 2026 in Review

Carr Financial Group increased its Eli Lilly (LLY) stake by 0.51% in Q1 2026, buying an estimated $19.3K and bringing the position to 3,724 shares worth $3.42M. The position accounts for 0.9% of the portfolio, ranked #22.

Carr Financial Group first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.98M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Carr Financial Group held 3,724 shares of Eli Lilly worth $3.42M as of Q1 2026.
Carr Financial Group bought 19 Eli Lilly shares in Q1 2026, an estimated $19.3K.
Eli Lilly made up 0.9% of Carr Financial Group's portfolio in Q1 2026, its #22 holding.
Carr Financial Group first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Carr Financial Group's Eli Lilly position peaked at $3.98M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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