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 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 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

Francis Financial's LLY Position: Q1 2026 in Review

Francis Financial increased its Eli Lilly (LLY) stake by 1.3% in Q1 2026, buying an estimated $10.1K and bringing the position to 761 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #59.

Francis Financial first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $827K in Q3 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Francis Financial held 761 shares of Eli Lilly worth $700K as of Q1 2026.
Francis Financial bought 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
Eli Lilly made up 0.13% of Francis Financial's portfolio in Q1 2026, its #59 holding.
Francis Financial first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Francis Financial's Eli Lilly position peaked at $827K in Q3 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.