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Finivi Inc’s Eli Lilly LLY Stock Holding History

Finivi Inc’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 		$6.29M Sell
5,240
-181
-3% -$185K 3.22% 8
2026
Q1 		$4.99M Buy
5,421
+725
+15% +$735K 2.72% 11
2025
Q4 		$5.05M Sell
4,696
-224
-5% -$214K 2.92% 10
2025
Q3 		$3.75M Buy
4,920
+95
+2% +$70.7K 2.39% 12
2025
Q2 		$3.76M Buy
4,825
+172
+4% +$134K 2.55% 11
2025
Q1 		$3.84M Buy
4,653
+42
+0.9% +$34.9K 3.09% 10
2024
Q4 		$3.56M Sell
4,611
-37
-0.8% -$30.6K 2.84% 10
2024
Q3 		$4.12M Sell
4,648
-401
-8% -$361K 3.34% 8
2024
Q2 		$4.57M Buy
5,049
+39
+0.8% +$31.2K 3.79% 5
2024
Q1 		$3.9M Buy
5,010
+33
+0.7% +$23.5K 3.53% 5
2023
Q4 		$2.9M Buy
+4,977
New +$2.91M 2.83% 7

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 $3.37T AUM 44.26% 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

Finivi Inc's LLY Position: Q2 2026 in Review

Finivi Inc reduced its Eli Lilly (LLY) stake by 3.3% in Q2 2026, selling an estimated $185K and leaving 5,240 shares worth $6.29M. The position accounts for 3.22% of the portfolio, ranked #8.

Finivi Inc first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,543 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Finivi Inc held 5,240 shares of Eli Lilly worth $6.29M as of Q2 2026.
  • Finivi Inc sold 181 Eli Lilly shares in Q2 2026, an estimated $185K.
  • Eli Lilly made up 3.22% of Finivi Inc's portfolio in Q2 2026, its #8 holding.
  • Finivi Inc first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,543 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.