Eaton Financial Holdings’s Eli Lilly LLY Stock Holding History

Eaton Financial Holdings’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	$887K	Sell	739 -41	-5%	-$41.9K	0.24%	70
2026 Q1	$717K	Sell	780 -137	-15%	-$139K	0.23%	77
2025 Q4	$986K	Sell	917 -2	-0.2%	-$1.91K	0.27%	67
2025 Q3	$701K	Sell	919 -6	-0.6%	-$4.46K	0.2%	78
2025 Q2	$721K	Buy	+925	New	+$719K	0.22%	65
2023 Q4	–	Sell	-989	Closed	-$531K	–	165
2023 Q3	$531K	Buy	989 +24	+2%	+$12.4K	0.14%	121
2023 Q2	$453K	Buy	965 +25	+3%	+$10.5K	0.34%	39
2023 Q1	$323K	Hold	940	–	–	0.25%	43
2022 Q4	$344K	Buy	+940	New	+$333K	0.29%	50

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eaton Financial Holdings's LLY Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Eli Lilly (LLY) stake by 5.3% in Q2 2026, selling an estimated $41.9K and leaving 739 shares worth $887K. The position accounts for 0.24% of the portfolio, ranked #70.

Eaton Financial Holdings first reported a position in LLY in Q4 2022 and has held it in 9 quarters since. The position peaked at $986K in Q4 2025. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Eaton Financial Holdings held 739 shares of Eli Lilly worth $887K as of Q2 2026.
Eaton Financial Holdings sold 41 Eli Lilly shares in Q2 2026, an estimated $41.9K.
Eli Lilly made up 0.24% of Eaton Financial Holdings's portfolio in Q2 2026, its #70 holding.
Eaton Financial Holdings first reported a position in Eli Lilly in Q4 2022 and has held it in 9 quarters since.
Eaton Financial Holdings's Eli Lilly position peaked at $986K in Q4 2025.
4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.