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Garton & Associates Financial Advisors’s Eli Lilly LLY Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-1,797
Closed -$1.93M – 436
2025
Q4 		$1.93M Buy
+1,797
New +$1.72M 1.08% 22

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Garton & Associates Financial Advisors's LLY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 1,797 shares — an estimated $1.93M sold.

Garton & Associates Financial Advisors first reported a position in LLY in Q4 2025 and held it in 1 quarter. The position peaked at $1.93M in Q4 2025. 4,374 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,797 Eli Lilly shares in Q1 2026, an estimated $1.93M.
  • Garton & Associates Financial Advisors first reported a position in Eli Lilly in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Eli Lilly position peaked at $1.93M in Q4 2025.
  • 4,374 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.