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Fi3 Financial Advisors’s Eli Lilly LLY Stock Holding History

Fi3 Financial Advisors’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 		$14.3M Buy
15,597
+415
+3% +$421K 4.14% 5
2025
Q4 		$16.3M Buy
15,182
+264
+2% +$252K 4.99% 5
2025
Q3 		$11.4M Buy
14,918
+196
+1% +$146K 3.85% 5
2025
Q2 		$11.5M Sell
14,722
-297
-2% -$231K 4.14% 5
2025
Q1 		$12.4M Buy
15,019
+102
+0.7% +$84.9K 5.04% 5
2024
Q4 		$11.5M Buy
14,917
+33
+0.2% +$27.3K 4.31% 5
2024
Q3 		$13.2M Buy
14,884
+22
+0.1% +$19.8K 5.24% 5
2024
Q2 		$13.5M Buy
14,862
+151
+1% +$121K 5.92% 5
2024
Q1 		$10.8M Sell
14,711
-118
-0.8% -$84K 4.97% 6
2023
Q4 		$8.64M Buy
14,829
+31
+0.2% +$18.1K 4.12% 6
2023
Q3 		$7.95M Buy
14,798
+127
+0.9% +$65.4K 4.27% 6
2023
Q2 		$6.88M Buy
14,671
+23
+0.2% +$9.65K 3.6% 9
2023
Q1 		$5.03M Sell
14,648
-70
-0.5% -$23.6K 2.68% 9
2022
Q4 		$5.38M Buy
14,718
+48
+0.3% +$17K 3.08% 8
2022
Q3 		$4.74M Sell
14,670
-141
-1% -$44.7K 4.32% 9
2022
Q2 		$4.78M Buy
14,811
+87
+0.6% +$26.1K 3.95% 8
2022
Q1 		$4.22M Sell
14,724
-15
-0.1% -$3.86K 3.28% 8
2021
Q4 		$4.07M Buy
14,739
+175
+1% +$44.4K 2.66% 10
2021
Q3 		$3.37M Sell
14,564
-188
-1% -$46.4K 2.23% 11
2021
Q2 		$3.78M Sell
14,752
-5,904
-29% -$1.19M 2.59% 11
2021
Q1 		$3.86M Buy
+20,656
New +$4.04M 3.32% 11

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fi3 Financial Advisors's LLY Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Eli Lilly (LLY) stake by 2.7% in Q1 2026, buying an estimated $421K and bringing the position to 15,597 shares worth $14.3M. The position accounts for 4.14% of the portfolio, ranked #5.

Fi3 Financial Advisors first reported a position in LLY in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.3M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Fi3 Financial Advisors held 15,597 shares of Eli Lilly worth $14.3M as of Q1 2026.
  • Fi3 Financial Advisors bought 415 Eli Lilly shares in Q1 2026, an estimated $421K.
  • Eli Lilly made up 4.14% of Fi3 Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • Fi3 Financial Advisors first reported a position in Eli Lilly in Q1 2021 and has held it in 21 quarters since.
  • Fi3 Financial Advisors's Eli Lilly position peaked at $16.3M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.