Financial Freedom LLC
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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
Q3 		$719K Buy
622
+1
+0.2% +$1.18K 0.33% 57
2026
Q2 		$745K Hold
621
– – 0.34% 57
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
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Financial Freedom LLC's LLY Position: Q3 2026 in Review

Financial Freedom LLC increased its Eli Lilly (LLY) stake by 0.16% in Q3 2026, buying an estimated $1.18K and bringing the position to 622 shares worth $719K. The position accounts for 0.33% of the portfolio, ranked #57.

Financial Freedom LLC first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $745K in Q2 2026. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Financial Freedom LLC held 622 shares of Eli Lilly worth $719K as of Q3 2026.
  • Financial Freedom LLC bought 1 Eli Lilly share in Q3 2026, an estimated $1.18K.
  • Eli Lilly made up 0.33% of Financial Freedom LLC's portfolio in Q3 2026, its #57 holding.
  • Financial Freedom LLC first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • Financial Freedom LLC's Eli Lilly position peaked at $745K in Q2 2026.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.