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DHJJ Financial Advisors’s Eli Lilly LLY Stock Holding History

DHJJ Financial Advisors’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 		$317K Buy
345
+137
+66% +$139K 0.11% 145
2025
Q4 		$224K Hold
208
– – 0.07% 178
2025
Q3 		$159K Hold
208
– – 0.05% 203
2025
Q2 		$162K Buy
+208
New +$162K 0.06% 192

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

DHJJ Financial Advisors's LLY Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Eli Lilly (LLY) stake by 66% in Q1 2026, buying an estimated $139K and bringing the position to 345 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #145.

DHJJ Financial Advisors first reported a position in LLY in Q2 2025 and has held it in 4 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • DHJJ Financial Advisors held 345 shares of Eli Lilly worth $317K as of Q1 2026.
  • DHJJ Financial Advisors bought 137 Eli Lilly shares in Q1 2026, an estimated $139K.
  • Eli Lilly made up 0.11% of DHJJ Financial Advisors's portfolio in Q1 2026, its #145 holding.
  • DHJJ Financial Advisors first reported a position in Eli Lilly in Q2 2025 and has held it in 4 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.