Houlihan Financial Resource Group’s Eli Lilly LLY Stock Holding History

Houlihan Financial Resource 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 Q1	$460K	Hold	500	–	–	0.18%	77
2025 Q4	$524K	Buy	500 +139	+39%	+$133K	0.2%	73
2025 Q3	$275K	Sell	361 -134	-27%	-$99.7K	0.24%	67
2025 Q2	$372K	Hold	495	–	–	0.15%	83
2025 Q1	$409K	Hold	495	–	–	0.18%	78
2024 Q4	$382K	Sell	495 -9	-2%	-$7.45K	0.16%	85
2024 Q3	$447K	Buy	+504	New	+$453K	0.18%	80
2024 Q2	–	Sell	-493	Closed	-$384K	–	83
2024 Q1	$384K	Hold	493	–	–	0.17%	79
2023 Q4	$287K	Hold	493	–	–	0.14%	83
2023 Q3	$271K	Buy	+493	New	+$254K	0.15%	82
2020 Q3	$44K	Buy	+304	New	+$47K	0.03%	179

Other funds holding LLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Houlihan Financial Resource Group's LLY Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Eli Lilly (LLY) position steady in Q1 2026 at 500 shares worth $460K. The position accounts for 0.18% of the portfolio, ranked #77.

Houlihan Financial Resource Group first reported a position in LLY in Q3 2020 and has held it in 11 quarters since. The position peaked at $524K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Houlihan Financial Resource Group held 500 shares of Eli Lilly worth $460K as of Q1 2026.
Houlihan Financial Resource Group left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.18% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #77 holding.
Houlihan Financial Resource Group first reported a position in Eli Lilly in Q3 2020 and has held it in 11 quarters since.
Houlihan Financial Resource Group's Eli Lilly position peaked at $524K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.