Fiduciary Financial Group
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Fiduciary Financial Group’s Eli Lilly LLY Stock Holding History

Fiduciary 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
Q3 		$1.62M Sell
1,400
-69
-5% -$81.4K 0.19% 76
2026
Q2 		$1.76M Buy
1,469
+122
+9% +$125K 0.2% 69
2026
Q1 		$1.24M Buy
1,347
+522
+63% +$529K 0.16% 89
2025
Q4 		$886K Buy
825
+6
+0.7% +$5.74K 0.13% 112
2025
Q3 		$625K Sell
819
-30
-4% -$22.3K 0.1% 130
2025
Q2 		$659K Buy
849
+61
+8% +$47.4K 0.12% 115
2025
Q1 		$568K Buy
788
+1
+0.1% +$832 0.12% 112
2024
Q4 		$630K Buy
787
+371
+89% +$307K 0.14% 100
2024
Q3 		$380K Sell
416
-7
-2% -$6.29K 0.09% 154
2024
Q2 		$398K Buy
+423
New +$338K 0.1% 129

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fiduciary Financial Group's LLY Position: Q3 2026 in Review

Fiduciary Financial Group reduced its Eli Lilly (LLY) stake by 4.7% in Q3 2026, selling an estimated $81.4K and leaving 1,400 shares worth $1.62M. The position accounts for 0.19% of the portfolio, ranked #76.

Fiduciary Financial Group first reported a position in LLY in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.76M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Fiduciary Financial Group held 1,400 shares of Eli Lilly worth $1.62M as of Q3 2026.
  • Fiduciary Financial Group sold 69 Eli Lilly shares in Q3 2026, an estimated $81.4K.
  • Eli Lilly made up 0.19% of Fiduciary Financial Group's portfolio in Q3 2026, its #76 holding.
  • Fiduciary Financial Group first reported a position in Eli Lilly in Q2 2024 and has held it in 10 quarters since.
  • Fiduciary Financial Group's Eli Lilly position peaked at $1.76M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.