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Fortress Financial Group’s Eli Lilly LLY Stock Holding History

Fortress Financial Group’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 		$278K Sell
232
-35
-13% -$35.8K 0.14% 65
2026
Q1 		$246K Hold
267
– – 0.18% 69
2025
Q4 		$287K Buy
267
+1
+0.4% +$956 0.21% 65
2025
Q3 		$203K Hold
266
– – 0.16% 81
2025
Q2 		$207K Buy
+266
New +$207K 0.18% 73

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

Fortress Financial Group's LLY Position: Q2 2026 in Review

Fortress Financial Group reduced its Eli Lilly (LLY) stake by 13% in Q2 2026, selling an estimated $35.8K and leaving 232 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #65.

Fortress Financial Group first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $287K in Q4 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fortress Financial Group held 232 shares of Eli Lilly worth $278K as of Q2 2026.
  • Fortress Financial Group sold 35 Eli Lilly shares in Q2 2026, an estimated $35.8K.
  • Eli Lilly made up 0.14% of Fortress Financial Group's portfolio in Q2 2026, its #65 holding.
  • Fortress Financial Group first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • Fortress Financial Group's Eli Lilly position peaked at $287K in Q4 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.