Greystone Financial Group’s Eli Lilly LLY Stock Holding History

Greystone Financial Group’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	$218K	Buy	+182	New	+$186K	0.06%	72
2026 Q1	–	Sell	-925	Closed	-$994K	–	92
2025 Q4	$994K	Sell	925 -233	-20%	-$223K	0.16%	65
2025 Q3	$884K	Sell	1,158 -20	-2%	-$14.9K	0.14%	69
2025 Q2	$918K	Buy	1,178 +262	+29%	+$204K	0.15%	65
2025 Q1	$757K	Buy	916 +61	+7%	+$50.8K	0.14%	73
2024 Q4	$660K	Buy	+855	New	+$708K	0.11%	77

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greystone Financial Group's LLY Position: Q2 2026 in Review

Greystone Financial Group opened a new position in Eli Lilly (LLY) in Q2 2026: 182 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #72 among its holdings. This is a return to the name: Greystone Financial Group previously reported a position in LLY as recently as Q4 2025.

Greystone Financial Group first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $994K in Q4 2025. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Greystone Financial Group held 182 shares of Eli Lilly worth $218K as of Q2 2026.
Eli Lilly was a new Greystone Financial Group position in Q2 2026.
Eli Lilly made up 0.06% of Greystone Financial Group's portfolio in Q2 2026, its #72 holding.
Greystone Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Greystone Financial Group's Eli Lilly position peaked at $994K in Q4 2025.
4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.