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FourThought Financial Partners’s Eli Lilly LLY Stock Holding History

FourThought Financial Partners’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 		$7.08M Buy
5,899
+323
+6% +$330K 0.55% 51
2026
Q1 		$5.13M Buy
5,576
+124
+2% +$126K 0.44% 65
2025
Q4 		$5.86M Buy
5,452
+19
+0.3% +$18.2K 0.49% 58
2025
Q3 		$4.15M Buy
5,433
+2,273
+72% +$1.69M 0.36% 71
2025
Q2 		$2.46M Buy
3,160
+839
+36% +$652K 0.24% 92
2025
Q1 		$1.92M Buy
2,321
+24
+1% +$20K 0.2% 102
2024
Q4 		$1.77M Buy
+2,297
New +$1.9M 0.18% 106
2024
Q2 		– Sell
-2,211
Closed -$1.72M – 260
2024
Q1 		$1.72M Sell
2,211
-682
-24% -$485K 0.2% 103
2023
Q4 		$1.69M Buy
2,893
+4
+0.1% +$2.33K 0.21% 97
2023
Q3 		$1.55M Buy
2,889
+10
+0.3% +$5.15K 0.22% 94
2023
Q2 		$1.35M Sell
2,879
-139
-5% -$58.3K 0.18% 99
2023
Q1 		$1.04M Buy
3,018
+465
+18% +$157K 0.14% 122
2022
Q4 		$934K Buy
+2,553
New +$905K 0.14% 129

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

FourThought Financial Partners's LLY Position: Q2 2026 in Review

FourThought Financial Partners increased its Eli Lilly (LLY) stake by 5.8% in Q2 2026, buying an estimated $330K and bringing the position to 5,899 shares worth $7.08M. The position accounts for 0.55% of the portfolio, ranked #51.

FourThought Financial Partners first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • FourThought Financial Partners held 5,899 shares of Eli Lilly worth $7.08M as of Q2 2026.
  • FourThought Financial Partners bought 323 Eli Lilly shares in Q2 2026, an estimated $330K.
  • Eli Lilly made up 0.55% of FourThought Financial Partners's portfolio in Q2 2026, its #51 holding.
  • FourThought Financial Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.