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Ethos Financial Group’s Eli Lilly LLY Stock Holding History

Ethos 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 		$2.19M Sell
1,815
-359
-17% -$367K 0.15% 132
2026
Q1 		$2.07M Sell
2,174
-4
-0.2% -$4.05K 0.15% 133
2025
Q4 		$2.34M Buy
2,178
+668
+44% +$639K 0.17% 121
2025
Q3 		$1.15M Sell
1,510
-37
-2% -$27.5K 0.09% 169
2025
Q2 		$1.21M Sell
1,547
-119
-7% -$92.5K 0.1% 158
2025
Q1 		$1.29M Buy
1,666
+4
+0.2% +$3.33K 0.12% 142
2024
Q4 		$1.29M Buy
1,662
+664
+67% +$550K 0.17% 94
2024
Q3 		$884K Sell
998
-360
-27% -$324K 0.15% 88
2024
Q2 		$1.25M Buy
1,358
+123
+10% +$98.4K 0.22% 69
2024
Q1 		$961K Sell
1,235
-427
-26% -$304K 0.18% 79
2023
Q4 		$969K Buy
1,662
+662
+66% +$386K 0.21% 75
2023
Q3 		$537K Buy
1,000
+290
+41% +$149K 0.14% 89
2023
Q2 		$244K Hold
710
– – 0.08% 116
2023
Q1 		$244K Sell
710
-112
-14% -$37.8K 0.08% 139
2022
Q4 		$301K Buy
+822
New +$291K 0.1% 103

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 $3.38T AUM 44.17% 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

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

Ethos Financial Group reduced its Eli Lilly (LLY) stake by 17% in Q2 2026, selling an estimated $367K and leaving 1,815 shares worth $2.19M. The position accounts for 0.15% of the portfolio, ranked #132.

Ethos Financial Group first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q4 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Ethos Financial Group held 1,815 shares of Eli Lilly worth $2.19M as of Q2 2026.
  • Ethos Financial Group sold 359 Eli Lilly shares in Q2 2026, an estimated $367K.
  • Eli Lilly made up 0.15% of Ethos Financial Group's portfolio in Q2 2026, its #132 holding.
  • Ethos Financial Group first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Eli Lilly position peaked at $2.34M in Q4 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.