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 Q2	$7.74M	Buy	6,449 +581	+10%	+$594K	0.77%	23
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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Catalyst Financial Partners's LLY Position: Q2 2026 in Review

Catalyst Financial Partners increased its Eli Lilly (LLY) stake by 9.9% in Q2 2026, buying an estimated $594K and bringing the position to 6,449 shares worth $7.74M. The position accounts for 0.77% of the portfolio, ranked #23.

Catalyst Financial Partners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Catalyst Financial Partners held 6,449 shares of Eli Lilly worth $7.74M as of Q2 2026.
Catalyst Financial Partners bought 581 Eli Lilly shares in Q2 2026, an estimated $594K.
Eli Lilly made up 0.77% of Catalyst Financial Partners's portfolio in Q2 2026, its #23 holding.
Catalyst Financial Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.