Financial Gravity Asset Management’s Eli Lilly LLY Stock Holding History

Financial Gravity Asset Management’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	$45.1K	Buy	49 +9	+23%	+$9.12K	0.01%	313
2025 Q4	$43K	Sell	40 -27	-40%	-$25.8K	0.01%	268
2025 Q3	$51.2K	Buy	+67	New	+$49.9K	0.01%	295
2025 Q1	$39.6K	Buy	+48	New	+$39.9K	0.01%	353
2024 Q2	–	Sell	-48	Closed	-$28.4K	–	1643
2024 Q1	$28.4K	Hold	48	–	–	0.01%	333
2023 Q4	$28.2K	Buy	+48	New	+$28K	0.01%	338
2020 Q4	$0	Buy	+2	New	+$299	﹤0.01%	587
2019 Q4	$131K	Sell	71 -36	-34%	-$4.17K	0.09%	227
2019 Q3	$12K	Buy	107 +52	+95%	+$5.79K	0.01%	574
2019 Q2	$6K	Sell	55 -393	-88%	-$46.3K	﹤0.01%	661
2019 Q1	$58K	Buy	+448	New	+$54.5K	0.05%	281
2018 Q3	$6K	Buy	59 +2	+4%	+$200	0.01%	688
2018 Q2	$6K	Sell	57 -122	-68%	-$10K	0.01%	692
2018 Q1	$14K	Buy	+179	New	+$14.4K	0.01%	544

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Gravity Asset Management's LLY Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Eli Lilly (LLY) stake by 23% in Q1 2026, buying an estimated $9.12K and bringing the position to 49 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #313.

Financial Gravity Asset Management first reported a position in LLY in Q1 2018 and has held it in 14 quarters since. The position peaked at $131K in Q4 2019. 4,380 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Financial Gravity Asset Management held 49 shares of Eli Lilly worth $45.1K as of Q1 2026.
Financial Gravity Asset Management bought 9 Eli Lilly shares in Q1 2026, an estimated $9.12K.
Eli Lilly made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #313 holding.
Financial Gravity Asset Management first reported a position in Eli Lilly in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Eli Lilly position peaked at $131K in Q4 2019.
4,380 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.