Financial Freedom LLC’s Eli Lilly LLY Stock Holding History

Financial Freedom LLC’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	$571K	Buy	621 +1	+0.2%	+$1.01K	0.28%	57
2025 Q4	$667K	Hold	620	–	–	0.33%	57
2025 Q3	$473K	Sell	620 -41	-6%	-$30.5K	0.24%	68
2025 Q2	$515K	Buy	661 +59	+10%	+$45.8K	0.28%	60
2025 Q1	$497K	Hold	602	–	–	0.29%	61
2024 Q4	$464K	Buy	602 +1	+0.2%	+$828	0.24%	62
2024 Q3	$533K	Hold	601	–	–	0.28%	58
2024 Q2	$544K	Buy	601 +57	+10%	+$45.6K	0.31%	55
2024 Q1	$423K	Buy	544 +41	+8%	+$29.2K	0.25%	69
2023 Q4	$293K	Sell	503 -87	-15%	-$50.8K	0.19%	73
2023 Q3	$317K	Sell	590 -3	-0.5%	-$1.55K	0.22%	68
2023 Q2	$278K	Sell	593 -28	-5%	-$11.7K	0.19%	71
2023 Q1	$213K	Buy	621 +2	+0.3%	+$675	0.16%	77
2022 Q4	$227K	Buy	+619	New	+$219K	0.15%	69

Other funds holding LLY

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Freedom LLC's LLY Position: Q1 2026 in Review

Financial Freedom LLC increased its Eli Lilly (LLY) stake by 0.16% in Q1 2026, buying an estimated $1.01K and bringing the position to 621 shares worth $571K. The position accounts for 0.28% of the portfolio, ranked #57.

Financial Freedom LLC first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $667K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Financial Freedom LLC held 621 shares of Eli Lilly worth $571K as of Q1 2026.
Financial Freedom LLC bought 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
Eli Lilly made up 0.28% of Financial Freedom LLC's portfolio in Q1 2026, its #57 holding.
Financial Freedom LLC first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Eli Lilly position peaked at $667K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.