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Financial Insights’s Eli Lilly LLY Stock Holding History

Financial Insights’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 		$980K Buy
817
+34
+4% +$34.7K 0.26% 58
2026
Q1 		$720K Buy
783
+94
+14% +$95.3K 0.23% 61
2025
Q4 		$740K Sell
689
-46
-6% -$44K 0.25% 58
2025
Q3 		$561K Buy
735
+157
+27% +$117K 0.19% 65
2025
Q2 		$451K Sell
578
-25
-4% -$19.4K 0.16% 73
2025
Q1 		$498K Buy
+603
New +$502K 0.2% 63
2024
Q4 		– Sell
-250
Closed -$221K – 130
2024
Q3 		$221K Sell
250
-49
-16% -$44.1K 0.07% 138
2024
Q2 		$271K Hold
299
– – 0.08% 137
2024
Q1 		$233K Buy
+299
New +$213K 0.06% 152
2021
Q3 		– Sell
-155
Closed -$35.6K – 164
2021
Q2 		$35.6K Buy
+155
New +$31.1K 0.03% 194

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Insights's LLY Position: Q2 2026 in Review

Financial Insights increased its Eli Lilly (LLY) stake by 4.3% in Q2 2026, buying an estimated $34.7K and bringing the position to 817 shares worth $980K. The position accounts for 0.26% of the portfolio, ranked #58.

Financial Insights first reported a position in LLY in Q2 2021 and has held it in 10 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Financial Insights held 817 shares of Eli Lilly worth $980K as of Q2 2026.
  • Financial Insights bought 34 Eli Lilly shares in Q2 2026, an estimated $34.7K.
  • Eli Lilly made up 0.26% of Financial Insights's portfolio in Q2 2026, its #58 holding.
  • Financial Insights first reported a position in Eli Lilly in Q2 2021 and has held it in 10 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.