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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ethos Financial Group's LLY Position: Q1 2026 in Review

Ethos Financial Group reduced its Eli Lilly (LLY) stake by 0.18% in Q1 2026, selling an estimated $4.05K and leaving 2,174 shares worth $2.07M. The position accounts for 0.15% of the portfolio, ranked #133.

Ethos Financial Group first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.34M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ethos Financial Group held 2,174 shares of Eli Lilly worth $2.07M as of Q1 2026.
Ethos Financial Group sold 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
Eli Lilly made up 0.15% of Ethos Financial Group's portfolio in Q1 2026, its #133 holding.
Ethos Financial Group first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Ethos Financial Group's Eli Lilly position peaked at $2.34M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.