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Empire Financial Management Company’s Eli Lilly LLY Stock Holding History

Empire Financial Management Company’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 		$218K Sell
182
-12,187
-99% -$12.5M 0.09% 134
2026
Q1 		$11.4M Buy
12,369
+2,919
+31% +$2.96M 2.57% 5
2025
Q4 		$10.2M Buy
9,450
+62
+0.7% +$59.3K 2.21% 7
2025
Q3 		$7.16M Hold
9,388
– – 1.64% 10
2025
Q2 		$7.32M Hold
9,388
– – 2.11% 7
2025
Q1 		$7.75M Sell
9,388
-17
-0.2% -$14.1K 2.4% 5
2024
Q4 		$7.26M Sell
9,405
-103
-1% -$85.3K 2.27% 5
2024
Q3 		$8.42M Hold
9,508
– – 2.59% 4
2024
Q2 		$8.61M Sell
9,508
-12
-0.1% -$9.6K 2.85% 4
2024
Q1 		$7.41M Sell
9,520
-6
-0.1% -$4.27K 2.45% 5
2023
Q4 		$5.55M Sell
9,526
-5
-0.1% -$2.92K 2.17% 5
2023
Q3 		$5.12M Sell
9,531
-1,434
-13% -$739K 2.23% 7
2023
Q2 		$5.14M Sell
10,965
-353
-3% -$148K 2.05% 6
2023
Q1 		$3.89M Buy
+11,318
New +$3.82M 1.58% 10

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

Empire Financial Management Company's LLY Position: Q2 2026 in Review

Empire Financial Management Company reduced its Eli Lilly (LLY) stake by 99% in Q2 2026, selling an estimated $12.5M and leaving 182 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #134.

Empire Financial Management Company first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.4M in Q1 2026. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Empire Financial Management Company held 182 shares of Eli Lilly worth $218K as of Q2 2026.
  • Empire Financial Management Company sold 12,187 Eli Lilly shares in Q2 2026, an estimated $12.5M.
  • Eli Lilly made up 0.09% of Empire Financial Management Company's portfolio in Q2 2026, its #134 holding.
  • Empire Financial Management Company first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's Eli Lilly position peaked at $11.4M in Q1 2026.
  • 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.