COMPASS FINANCIAL MANAGEMENT LLC’s Eli Lilly LLY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$2.31M	Buy	+2,030	New	+$2.07M	0.28%	96

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's LLY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Eli Lilly (LLY) in Q2 2026: 2,030 shares worth $2.31M. The stake represents 0.28% of the portfolio and ranks #96 among its holdings.

3,701 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,030 shares of Eli Lilly worth $2.31M as of Q2 2026.
Eli Lilly was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Eli Lilly made up 0.28% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #96 holding.
3,701 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.