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Catalyst Financial Partners’s Eli Lilly LLY Stock Holding History

Catalyst Financial Partners’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 		$5.4M Buy
5,868
+467
+9% +$473K 0.64% 25
2025
Q4 		$5.8M Buy
5,401
+235
+5% +$225K 0.65% 23
2025
Q3 		$3.94M Buy
5,166
+42
+0.8% +$31.3K 0.48% 28
2025
Q2 		$3.99M Buy
5,124
+95
+2% +$73.8K 0.44% 26
2025
Q1 		$4.15M Buy
5,029
+98
+2% +$81.5K 0.76% 22
2024
Q4 		$3.81M Buy
4,931
+89
+2% +$73.7K 0.72% 24
2024
Q3 		$4.29M Buy
4,842
+166
+4% +$149K 0.84% 20
2024
Q2 		$4.23M Buy
4,676
+150
+3% +$120K 0.93% 17
2024
Q1 		$3.4M Buy
4,526
+158
+4% +$112K 0.87% 21
2023
Q4 		$2.55M Buy
4,368
+85
+2% +$49.6K 0.72% 24
2023
Q3 		$2.3M Buy
4,283
+567
+15% +$292K 0.74% 24
2023
Q2 		$1.74M Buy
3,716
+357
+11% +$150K 0.62% 25
2023
Q1 		$1.15M Buy
3,359
+131
+4% +$44.2K 0.49% 30
2022
Q4 		$1.18M Buy
+3,228
New +$1.14M 0.61% 31

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Catalyst Financial Partners's LLY Position: Q1 2026 in Review

Catalyst Financial Partners increased its Eli Lilly (LLY) stake by 8.6% in Q1 2026, buying an estimated $473K and bringing the position to 5,868 shares worth $5.4M. The position accounts for 0.64% of the portfolio, ranked #25.

Catalyst Financial Partners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.8M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Catalyst Financial Partners held 5,868 shares of Eli Lilly worth $5.4M as of Q1 2026.
  • Catalyst Financial Partners bought 467 Eli Lilly shares in Q1 2026, an estimated $473K.
  • Eli Lilly made up 0.64% of Catalyst Financial Partners's portfolio in Q1 2026, its #25 holding.
  • Catalyst Financial Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Eli Lilly position peaked at $5.8M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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