Financial Council’s Eli Lilly LLY Stock Holding History

Financial Council’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	$1.5M	Sell	1,247 -15	-1%	-$15.3K	0.49%	32
2026 Q1	$1.16M	Hold	1,262	–	–	0.45%	34
2025 Q4	$1.36M	Buy	1,262 +6	+0.5%	+$5.74K	0.54%	32
2025 Q3	$958K	Buy	1,256 +9	+0.7%	+$6.7K	0.43%	35
2025 Q2	$972K	Hold	1,247	–	–	0.47%	35
2025 Q1	$1.03M	Hold	1,247	–	–	0.56%	32
2024 Q4	$963K	Hold	1,247	–	–	0.5%	34
2024 Q3	$1.1M	Hold	1,247	–	–	0.58%	31
2024 Q2	$1.13M	Buy	1,247 +24	+2%	+$19.2K	0.63%	29
2024 Q1	$951K	Hold	1,223	–	–	0.56%	31
2023 Q4	$713K	Buy	1,223 +565	+86%	+$330K	0.48%	34
2023 Q3	$353K	Hold	658	–	–	0.28%	41
2023 Q2	$309K	Buy	658 +42	+7%	+$17.6K	0.24%	49
2023 Q1	$212K	Hold	616	–	–	0.17%	66
2022 Q4	$225K	Buy	+616	New	+$218K	0.14%	60

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Council's LLY Position: Q2 2026 in Review

Financial Council reduced its Eli Lilly (LLY) stake by 1.2% in Q2 2026, selling an estimated $15.3K and leaving 1,247 shares worth $1.5M. The position accounts for 0.49% of the portfolio, ranked #32.

Financial Council first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Financial Council held 1,247 shares of Eli Lilly worth $1.5M as of Q2 2026.
Financial Council sold 15 Eli Lilly shares in Q2 2026, an estimated $15.3K.
Eli Lilly made up 0.49% of Financial Council's portfolio in Q2 2026, its #32 holding.
Financial Council first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.