IFS Group’s Eli Lilly LLY Stock Holding History

IFS 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	$546K	Sell	455 -62	-12%	-$63.3K	0.75%	41
2026 Q1	$476K	Buy	+517	New	+$524K	0.42%	70
2025 Q3	$433K	Buy	+524	New	+$390K	0.38%	70

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

IFS Group's LLY Position: Q2 2026 in Review

IFS Group reduced its Eli Lilly (LLY) stake by 12% in Q2 2026, selling an estimated $63.3K and leaving 455 shares worth $546K. The position accounts for 0.75% of the portfolio, ranked #41.

IFS Group first reported a position in LLY in Q3 2025 and has held it in 3 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

IFS Group held 455 shares of Eli Lilly worth $546K as of Q2 2026.
IFS Group sold 62 Eli Lilly shares in Q2 2026, an estimated $63.3K.
Eli Lilly made up 0.75% of IFS Group's portfolio in Q2 2026, its #41 holding.
IFS Group first reported a position in Eli Lilly in Q3 2025 and has held it in 3 quarters since.
4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.