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Coordinated Financial Services’s Eli Lilly LLY Stock Holding History

Coordinated Financial Services’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 		$468K Hold
509
– – 0.27% 102
2025
Q4 		$547K Sell
509
-23
-4% -$22K 0.31% 92
2025
Q3 		$406K Buy
532
+241
+83% +$179K 0.26% 107
2025
Q2 		$227K Sell
291
-9
-3% -$6.99K 0.16% 135
2025
Q1 		$248K Buy
300
+25
+9% +$20.8K 0.19% 124
2024
Q4 		$212K Buy
+275
New +$228K 0.17% 132
2024
Q2 		$269K Sell
298
-68
-19% -$54.4K 0.23% 105
2024
Q1 		$285K Buy
+366
New +$260K 0.25% 97

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

Coordinated Financial Services's LLY Position: Q1 2026 in Review

Coordinated Financial Services held its Eli Lilly (LLY) position steady in Q1 2026 at 509 shares worth $468K. The position accounts for 0.27% of the portfolio, ranked #102.

Coordinated Financial Services first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $547K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Coordinated Financial Services held 509 shares of Eli Lilly worth $468K as of Q1 2026.
  • Coordinated Financial Services left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.27% of Coordinated Financial Services's portfolio in Q1 2026, its #102 holding.
  • Coordinated Financial Services first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Eli Lilly position peaked at $547K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.