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Francis Financial’s Eli Lilly LLY Stock Holding History

Francis Financial’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 		$991K Buy
826
+65
+9% +$66.4K 0.16% 57
2026
Q1 		$700K Buy
761
+10
+1% +$10.1K 0.13% 59
2025
Q4 		$807K Buy
751
+25
+3% +$23.9K 0.16% 55
2025
Q3 		$827K Buy
726
+29
+4% +$21.6K 0.15% 52
2025
Q2 		$543K Buy
697
+27
+4% +$21K 0.12% 55
2025
Q1 		$554K Sell
670
-218
-25% -$181K 0.13% 48
2024
Q4 		$450K Buy
888
+333
+60% +$276K 0.11% 59
2024
Q3 		$492K Buy
555
+26
+5% +$23.4K 0.13% 55
2024
Q2 		$479K Buy
529
+153
+41% +$122K 0.15% 53
2024
Q1 		$293K Buy
376
+1
+0.3% +$712 0.09% 59
2023
Q4 		$219K Buy
+375
New +$219K 0.09% 55

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

Francis Financial's LLY Position: Q2 2026 in Review

Francis Financial increased its Eli Lilly (LLY) stake by 8.5% in Q2 2026, buying an estimated $66.4K and bringing the position to 826 shares worth $991K. The position accounts for 0.16% of the portfolio, ranked #57.

Francis Financial first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Francis Financial held 826 shares of Eli Lilly worth $991K as of Q2 2026.
  • Francis Financial bought 65 Eli Lilly shares in Q2 2026, an estimated $66.4K.
  • Eli Lilly made up 0.16% of Francis Financial's portfolio in Q2 2026, its #57 holding.
  • Francis Financial first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.