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 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 Indiananapolis, Indiana $84.5B AUM 11.36% 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

CFO4Life Group's LLY Position: Q1 2026 in Review

CFO4Life Group reduced its Eli Lilly (LLY) stake by 17% in Q1 2026, selling an estimated $333K and leaving 1,547 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #62.

CFO4Life Group first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.02M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

CFO4Life Group held 1,547 shares of Eli Lilly worth $1.42M as of Q1 2026.
CFO4Life Group sold 328 Eli Lilly shares in Q1 2026, an estimated $333K.
Eli Lilly made up 0.22% of CFO4Life Group's portfolio in Q1 2026, its #62 holding.
CFO4Life Group first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
CFO4Life Group's Eli Lilly position peaked at $2.02M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.