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CFO4Life Group’s Eli Lilly LLY Stock Holding History

CFO4Life 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 		$1.91M Buy
1,589
+42
+3% +$42.9K 0.26% 58
2026
Q1 		$1.42M Sell
1,547
-328
-17% -$333K 0.22% 62
2025
Q4 		$2.02M Buy
1,875
+34
+2% +$32.5K 0.29% 55
2025
Q3 		$1.4M Buy
1,841
+13
+0.7% +$9.67K 0.2% 62
2025
Q2 		$1.43M Sell
1,828
-28
-2% -$21.8K 0.22% 59
2025
Q1 		$1.53M Buy
1,856
+816
+78% +$679K 0.26% 56
2024
Q4 		$803K Buy
1,040
+34
+3% +$28.2K 0.14% 83
2024
Q3 		$891K Buy
1,006
+21
+2% +$18.9K 0.16% 77
2024
Q2 		$892K Buy
985
+65
+7% +$52K 0.17% 68
2024
Q1 		$716K Sell
920
-50
-5% -$35.6K 0.13% 91
2023
Q4 		$565K Sell
970
-254
-21% -$148K 0.11% 106
2023
Q3 		$657K Buy
1,224
+426
+53% +$220K 0.15% 80
2023
Q2 		$374K Buy
+798
New +$335K 0.08% 118

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

CFO4Life Group's LLY Position: Q2 2026 in Review

CFO4Life Group increased its Eli Lilly (LLY) stake by 2.7% in Q2 2026, buying an estimated $42.9K and bringing the position to 1,589 shares worth $1.91M. The position accounts for 0.26% of the portfolio, ranked #58.

CFO4Life Group first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • CFO4Life Group held 1,589 shares of Eli Lilly worth $1.91M as of Q2 2026.
  • CFO4Life Group bought 42 Eli Lilly shares in Q2 2026, an estimated $42.9K.
  • Eli Lilly made up 0.26% of CFO4Life Group's portfolio in Q2 2026, its #58 holding.
  • CFO4Life Group first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • CFO4Life Group's Eli Lilly position peaked at $2.02M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.