Guardian Financial Partners’s Eli Lilly LLY Stock Holding History

Guardian Financial Partners’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	$666K	Buy	555 +37	+7%	+$37.8K	0.26%	46
2026 Q1	$476K	Buy	518 +134	+35%	+$136K	0.2%	50
2025 Q4	$413K	Buy	384 +84	+28%	+$80.3K	0.17%	51
2025 Q3	$229K	Sell	300 -159	-35%	-$118K	0.1%	61
2025 Q2	$358K	Buy	459 +200	+77%	+$155K	0.16%	52
2025 Q1	$214K	Sell	259 -99	-28%	-$82.4K	0.1%	56
2024 Q4	$277K	Sell	358 -379	-51%	-$314K	0.16%	46
2024 Q3	$653K	Sell	737 -95	-11%	-$85.4K	0.41%	35
2024 Q2	$753K	Sell	832 -167	-17%	-$134K	0.5%	31
2024 Q1	$778K	Buy	999 +400	+67%	+$285K	0.53%	31
2023 Q4	$349K	Buy	599 +99	+20%	+$57.8K	0.29%	38
2023 Q3	$269K	Buy	+500	New	+$258K	0.25%	37

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

Guardian Financial Partners's LLY Position: Q2 2026 in Review

Guardian Financial Partners increased its Eli Lilly (LLY) stake by 7.1% in Q2 2026, buying an estimated $37.8K and bringing the position to 555 shares worth $666K. The position accounts for 0.26% of the portfolio, ranked #46.

Guardian Financial Partners first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $778K in Q1 2024. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Guardian Financial Partners held 555 shares of Eli Lilly worth $666K as of Q2 2026.
Guardian Financial Partners bought 37 Eli Lilly shares in Q2 2026, an estimated $37.8K.
Eli Lilly made up 0.26% of Guardian Financial Partners's portfolio in Q2 2026, its #46 holding.
Guardian Financial Partners first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
Guardian Financial Partners's Eli Lilly position peaked at $778K in Q1 2024.
4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.