Founders Financial Securities
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Founders Financial Securities’s Eli Lilly LLY Stock Holding History

Founders Financial Securities’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
Q3 		$1.58M Buy
1,369
+200
+17% +$236K 0.08% 241
2026
Q2 		$1.4M Buy
1,169
+33
+3% +$33.7K 0.07% 250
2026
Q1 		$1.08M Sell
1,136
-404
-26% -$410K 0.06% 275
2025
Q4 		$1.65M Buy
1,540
+532
+53% +$509K 0.1% 197
2025
Q3 		$769K Sell
1,008
-1,702
-63% -$1.27M 0.05% 286
2025
Q2 		$2.11M Buy
2,710
+13
+0.5% +$10.1K 0.16% 123
2025
Q1 		$2.37M Buy
2,697
+1,034
+62% +$860K 0.2% 105
2024
Q4 		$1.28M Buy
1,663
+99
+6% +$82K 0.12% 154
2024
Q3 		$1.39M Sell
1,564
-907
-37% -$815K 0.13% 142
2024
Q2 		$2.24M Buy
2,471
+987
+67% +$790K 0.21% 98
2024
Q1 		$1.15M Sell
1,484
-740
-33% -$527K 0.12% 148
2023
Q4 		$1.3M Buy
2,224
+1,043
+88% +$609K 0.14% 127
2023
Q3 		$634K Sell
1,181
-172
-13% -$88.6K 0.08% 184
2023
Q2 		$635K Sell
1,353
-512
-27% -$215K 0.08% 184
2023
Q1 		$640K Buy
1,865
+1,122
+151% +$378K 0.09% 174
2022
Q4 		$272K Sell
743
-46
-6% -$16.3K 0.04% 267
2022
Q3 		$255K Buy
+789
New +$250K 0.05% 254
2017
Q1 		– Sell
-5,066
Closed -$373K – 105
2016
Q4 		$373K Buy
+5,066
New +$377K 0.16% 64
2015
Q1 		– Sell
-42,719
Closed -$2.95M – 84
2014
Q4 		$2.95M Buy
42,719
+2,972
+7% +$201K 1.76% 12
2014
Q3 		$2.58M Buy
39,747
+4,227
+12% +$268K 1.66% 16
2014
Q2 		$2.21M Buy
35,520
+5,365
+18% +$320K 1.48% 15
2014
Q1 		$1.78M Buy
30,155
+5,744
+24% +$321K 1.19% 20
2013
Q4 		$1.24M Buy
+24,411
New +$1.22M 1.04% 26

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Founders Financial Securities's LLY Position: Q3 2026 in Review

Founders Financial Securities increased its Eli Lilly (LLY) stake by 17% in Q3 2026, buying an estimated $236K and bringing the position to 1,369 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #241.

Founders Financial Securities first reported a position in LLY in Q4 2013 and has held it in 23 quarters since. The position peaked at $2.95M in Q4 2014. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Founders Financial Securities held 1,369 shares of Eli Lilly worth $1.58M as of Q3 2026.
  • Founders Financial Securities bought 200 Eli Lilly shares in Q3 2026, an estimated $236K.
  • Eli Lilly made up 0.08% of Founders Financial Securities's portfolio in Q3 2026, its #241 holding.
  • Founders Financial Securities first reported a position in Eli Lilly in Q4 2013 and has held it in 23 quarters since.
  • Founders Financial Securities's Eli Lilly position peaked at $2.95M in Q4 2014.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.