Howard Financial Services
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Howard Financial Services’s Eli Lilly LLY Stock Holding History

Howard 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 		$2.02M Buy
1,745
+307
+21% +$362K 0.21% 51
2026
Q2 		$1.72M Buy
1,438
+254
+21% +$260K 0.19% 53
2026
Q1 		$1.09M Buy
1,184
+269
+29% +$273K 0.12% 74
2025
Q4 		$983K Buy
915
+260
+40% +$249K 0.12% 72
2025
Q3 		$499K Buy
655
+63
+11% +$46.9K 0.06% 106
2025
Q2 		$461K Sell
592
-109
-16% -$84.7K 0.06% 110
2025
Q1 		$579K Buy
701
+69
+11% +$57.4K 0.08% 93
2024
Q4 		$488K Buy
632
+202
+47% +$167K 0.07% 100
2024
Q3 		$381K Sell
430
-12
-3% -$10.8K 0.06% 111
2024
Q2 		$400K Buy
442
+37
+9% +$29.6K 0.07% 98
2024
Q1 		$315K Sell
405
-5
-1% -$3.56K 0.05% 117
2023
Q4 		$239K Buy
+410
New +$239K 0.05% 136
2020
Q1 		– Sell
-4,810
Closed -$632K – 120
2019
Q4 		$632K Hold
4,810
– – 0.39% 42
2019
Q3 		$538K Hold
4,810
– – 0.36% 45
2019
Q2 		$533K Buy
4,810
+10
+0.2% +$1.18K 0.36% 46
2019
Q1 		$623K Hold
4,800
– – 0.44% 43
2018
Q4 		$555K Buy
+4,800
New +$536K 0.43% 44

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Howard Financial Services increased its Eli Lilly (LLY) stake by 21% in Q3 2026, buying an estimated $362K and bringing the position to 1,745 shares worth $2.02M. The position accounts for 0.21% of the portfolio, ranked #51.

Howard Financial Services first reported a position in LLY in Q4 2018 and has held it in 17 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Howard Financial Services held 1,745 shares of Eli Lilly worth $2.02M as of Q3 2026.
  • Howard Financial Services bought 307 Eli Lilly shares in Q3 2026, an estimated $362K.
  • Eli Lilly made up 0.21% of Howard Financial Services's portfolio in Q3 2026, its #51 holding.
  • Howard Financial Services first reported a position in Eli Lilly in Q4 2018 and has held it in 17 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.