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JDM Financial Group’s Eli Lilly LLY Stock Holding History

JDM Financial 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 		$18K Hold
15
– – 0.01% 169
2026
Q1 		$13.8K Hold
15
– – 0.01% 167
2025
Q4 		$16.1K Hold
15
– – 0.01% 153
2025
Q3 		$11.4K Hold
15
– – ﹤0.01% 183
2025
Q2 		$11.7K Hold
15
– – 0.01% 168
2025
Q1 		$12.4K Hold
15
– – 0.01% 158
2024
Q4 		$11.6K Sell
15
-9
-38% -$7.45K 0.01% 168
2024
Q3 		$21.3K Buy
24
+9
+60% +$8.09K 0.01% 122
2024
Q2 		$13.6K Hold
15
– – 0.01% 130
2024
Q1 		$11.7K Hold
15
– – 0.01% 133
2023
Q4 		$8.74K Hold
15
– – 0.01% 142
2023
Q3 		$8.06K Hold
15
– – 0.01% 144
2023
Q2 		$7.04K Hold
15
– – 0.01% 160
2023
Q1 		$5.15K Hold
15
– – ﹤0.01% 179
2022
Q4 		$5.49K Buy
+15
New +$5.32K 0.01% 168

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JDM Financial Group's LLY Position: Q2 2026 in Review

JDM Financial Group held its Eli Lilly (LLY) position steady in Q2 2026 at 15 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #169.

JDM Financial Group first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.3K in Q3 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • JDM Financial Group held 15 shares of Eli Lilly worth $18K as of Q2 2026.
  • JDM Financial Group left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #169 holding.
  • JDM Financial Group first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • JDM Financial Group's Eli Lilly position peaked at $21.3K in Q3 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.