EFG
LLY icon

Everest Financial Group’s Eli Lilly LLY Stock Holding History

Everest 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 		$723K Sell
602
-41
-6% -$41.9K 0.1% 114
2026
Q1 		$592K Buy
+643
New +$652K 0.1% 119

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

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

Everest Financial Group reduced its Eli Lilly (LLY) stake by 6.4% in Q2 2026, selling an estimated $41.9K and leaving 602 shares worth $723K. The position accounts for 0.1% of the portfolio, ranked #114.

Everest Financial Group first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. 4,584 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Everest Financial Group held 602 shares of Eli Lilly worth $723K as of Q2 2026.
  • Everest Financial Group sold 41 Eli Lilly shares in Q2 2026, an estimated $41.9K.
  • Eli Lilly made up 0.1% of Everest Financial Group's portfolio in Q2 2026, its #114 holding.
  • Everest Financial Group first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
  • 4,584 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.