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Elm3 Financial Group’s Eli Lilly LLY Stock Holding History

Elm3 Financial 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
Q2 		$4.86M Buy
4,052
+17
+0.4% +$17.4K 3.33% 4
2026
Q1 		$3.71M Sell
4,035
-74
-2% -$75K 3.13% 5
2025
Q4 		$4.42M Sell
4,109
-789
-16% -$754K 3.66% 5
2025
Q3 		$3.74M Sell
4,898
-1,016
-17% -$756K 3.06% 8
2025
Q2 		$4.61M Sell
5,914
-503
-8% -$391K 3.83% 6
2025
Q1 		$5.3M Sell
6,417
-478
-7% -$398K 4.66% 4
2024
Q4 		$5.32M Buy
+6,895
New +$5.71M 4.54% 5

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elm3 Financial Group's LLY Position: Q2 2026 in Review

Elm3 Financial Group increased its Eli Lilly (LLY) stake by 0.42% in Q2 2026, buying an estimated $17.4K and bringing the position to 4,052 shares worth $4.86M. The position accounts for 3.33% of the portfolio, ranked #4.

Elm3 Financial Group first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.32M in Q4 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Elm3 Financial Group held 4,052 shares of Eli Lilly worth $4.86M as of Q2 2026.
  • Elm3 Financial Group bought 17 Eli Lilly shares in Q2 2026, an estimated $17.4K.
  • Eli Lilly made up 3.33% of Elm3 Financial Group's portfolio in Q2 2026, its #4 holding.
  • Elm3 Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Elm3 Financial Group's Eli Lilly position peaked at $5.32M in Q4 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.