First Affirmative Financial Network’s Eli Lilly LLY Stock Holding History

First Affirmative Financial Network’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	$1.7M	Buy	+1,848	New	+$1.87M	0.66%	27
2025 Q3	$1.28M	Sell	1,673 -8	-0.5%	-$5.95K	0.6%	30
2025 Q2	$1.31M	Buy	1,681 +42	+3%	+$32.6K	0.67%	28
2025 Q1	$1.35M	Buy	1,639 +55	+3%	+$45.8K	0.83%	20
2024 Q4	$1.22M	Buy	1,584 +83	+6%	+$68.7K	0.71%	26
2024 Q3	$1.33M	Buy	1,501 +227	+18%	+$204K	0.73%	25
2024 Q2	$1.15M	Sell	1,274 -1	-0.1%	-$800	0.8%	20
2024 Q1	$992K	Sell	1,275 -4	-0.3%	-$2.85K	0.73%	22
2023 Q4	$746K	Buy	1,279 +269	+27%	+$157K	0.6%	34
2023 Q3	$542K	Buy	1,010 +88	+10%	+$45.3K	0.53%	43
2023 Q2	$432K	Buy	922 +214	+30%	+$89.7K	0.43%	60
2023 Q1	$243K	Buy	708 +24	+4%	+$8.09K	0.28%	114
2022 Q4	$250K	Sell	684 -12	-2%	-$4.25K	0.3%	106
2022 Q3	$225K	Sell	696 -143	-17%	-$45.3K	0.29%	109
2022 Q2	$272K	Sell	839 -422	-33%	-$127K	0.31%	93
2022 Q1	$361K	Buy	1,261 +356	+39%	+$91.6K	0.35%	82
2021 Q4	$250K	Buy	+905	New	+$229K	0.23%	130

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

First Affirmative Financial Network's LLY Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Eli Lilly (LLY) in Q1 2026: 1,848 shares worth $1.7M. The stake represents 0.66% of the portfolio and ranks #27 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in LLY as recently as Q3 2025.

First Affirmative Financial Network first reported a position in LLY in Q4 2021 and has held it in 17 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

First Affirmative Financial Network held 1,848 shares of Eli Lilly worth $1.7M as of Q1 2026.
Eli Lilly was a new First Affirmative Financial Network position in Q1 2026.
Eli Lilly made up 0.66% of First Affirmative Financial Network's portfolio in Q1 2026, its #27 holding.
First Affirmative Financial Network first reported a position in Eli Lilly in Q4 2021 and has held it in 17 quarters since.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.