Horizon Financial Services
LLY icon

Horizon Financial Services’s Eli Lilly LLY Stock Holding History

Horizon Financial Services’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 		$1.53M Sell
1,326
-33
-2% -$38.9K 0.58% 33
2026
Q2 		$1.63M Buy
1,359
+371
+38% +$379K 0.63% 32
2026
Q1 		$909K Buy
988
+59
+6% +$59.8K 0.4% 40
2025
Q4 		$998K Buy
929
+8
+0.9% +$7.65K 0.45% 38
2025
Q3 		$703K Buy
921
+30
+3% +$22.3K 0.34% 42
2025
Q2 		$695K Hold
891
– – 0.37% 42
2025
Q1 		$736K Buy
891
+1
+0.1% +$832 0.41% 41
2024
Q4 		$687K Hold
890
– – 0.39% 39
2024
Q3 		$788K Hold
890
– – 0.47% 35
2024
Q2 		$806K Hold
890
– – 0.51% 34
2024
Q1 		$692K Buy
+890
New +$633K 0.44% 35

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

Horizon Financial Services's LLY Position: Q3 2026 in Review

Horizon Financial Services reduced its Eli Lilly (LLY) stake by 2.4% in Q3 2026, selling an estimated $38.9K and leaving 1,326 shares worth $1.53M. The position accounts for 0.58% of the portfolio, ranked #33.

Horizon Financial Services first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.63M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Horizon Financial Services held 1,326 shares of Eli Lilly worth $1.53M as of Q3 2026.
  • Horizon Financial Services sold 33 Eli Lilly shares in Q3 2026, an estimated $38.9K.
  • Eli Lilly made up 0.58% of Horizon Financial Services's portfolio in Q3 2026, its #33 holding.
  • Horizon Financial Services first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • Horizon Financial Services's Eli Lilly position peaked at $1.63M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.