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Frederick Financial Consultants’s Eli Lilly LLY Stock Holding History

Frederick Financial Consultants’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 		$247K Buy
213
+18
+9% +$21.2K 0.1% 105
2026
Q2 		$234K Buy
+195
New +$199K 0.1% 108
2026
Q1 		– Sell
-214
Closed -$230K – 113
2025
Q4 		$230K Buy
+214
New +$205K 0.13% 97

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Frederick Financial Consultants's LLY Position: Q3 2026 in Review

Frederick Financial Consultants increased its Eli Lilly (LLY) stake by 9.2% in Q3 2026, buying an estimated $21.2K and bringing the position to 213 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #105.

Frederick Financial Consultants first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Frederick Financial Consultants held 213 shares of Eli Lilly worth $247K as of Q3 2026.
  • Frederick Financial Consultants bought 18 Eli Lilly shares in Q3 2026, an estimated $21.2K.
  • Eli Lilly made up 0.1% of Frederick Financial Consultants's portfolio in Q3 2026, its #105 holding.
  • Frederick Financial Consultants first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.