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Gimbal Financial’s Eli Lilly LLY Stock Holding History

Gimbal 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 		$5.4M Buy
+4,500
New +$4.6M 3.32% 9
2025
Q1 		– Sell
-11,300
Closed -$183K – 48
2024
Q4 		$183K Buy
+11,300
New +$9.36M 0.15% 47

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

Gimbal Financial's LLY Position: Q2 2026 in Review

Gimbal Financial opened a new position in Eli Lilly (LLY) in Q2 2026: 9,217 shares worth $11.1M. The stake represents 6.8% of the portfolio and ranks #7 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in LLY as recently as Q3 2025.

Gimbal Financial first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $17M in Q2 2024. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Gimbal Financial held 9,217 shares of Eli Lilly worth $11.1M as of Q2 2026.
  • Eli Lilly was a new Gimbal Financial position in Q2 2026.
  • Eli Lilly made up 6.8% of Gimbal Financial's portfolio in Q2 2026, its #7 holding.
  • Gimbal Financial first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
  • Gimbal Financial's Eli Lilly position peaked at $17M in Q2 2024.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.