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Fiduciary Family Office’s Eli Lilly LLY Stock Holding History

Fiduciary Family Office’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 		$7.34M Buy
6,119
+49
+0.8% +$50.1K 1.84% 8
2026
Q1 		$5.58M Buy
6,070
+3,222
+113% +$3.27M 1.59% 7
2025
Q4 		$3.06M Sell
2,848
-28
-1% -$26.8K 0.88% 16
2025
Q3 		$2.19M Buy
2,876
+635
+28% +$473K 0.62% 27
2025
Q2 		$1.75M Sell
2,241
-216
-9% -$168K 0.57% 31
2025
Q1 		$2.03M Buy
2,457
+2,157
+719% +$1.79M 0.68% 25
2024
Q4 		$232K Sell
300
-1,832
-86% -$1.52M 0.07% 49
2024
Q3 		$1.89M Buy
2,132
+188
+10% +$169K 0.62% 31
2024
Q2 		$1.76M Sell
1,944
-205
-10% -$164K 0.69% 31
2024
Q1 		$1.67M Buy
2,149
+432
+25% +$307K 0.66% 35
2023
Q4 		$1M Buy
+1,717
New +$1M 0.44% 43

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

Fiduciary Family Office's LLY Position: Q2 2026 in Review

Fiduciary Family Office increased its Eli Lilly (LLY) stake by 0.81% in Q2 2026, buying an estimated $50.1K and bringing the position to 6,119 shares worth $7.34M. The position accounts for 1.84% of the portfolio, ranked #8.

Fiduciary Family Office first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fiduciary Family Office held 6,119 shares of Eli Lilly worth $7.34M as of Q2 2026.
  • Fiduciary Family Office bought 49 Eli Lilly shares in Q2 2026, an estimated $50.1K.
  • Eli Lilly made up 1.84% of Fiduciary Family Office's portfolio in Q2 2026, its #8 holding.
  • Fiduciary Family Office first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.