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Jim Saulnier & Associates’s Eli Lilly LLY Stock Holding History

Jim Saulnier & Associates’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 		$298K Buy
249
+10
+4% +$10.2K 0.12% 126
2026
Q1 		$220K Hold
239
– – 0.11% 136
2025
Q4 		$257K Buy
+239
New +$229K 0.13% 123
2024
Q4 		– Sell
-237
Closed -$210K – 97
2024
Q3 		$210K Buy
+237
New +$213K 0.21% 80

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

Jim Saulnier & Associates's LLY Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Eli Lilly (LLY) stake by 4.2% in Q2 2026, buying an estimated $10.2K and bringing the position to 249 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #126.

Jim Saulnier & Associates first reported a position in LLY in Q3 2024 and has held it in 4 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Jim Saulnier & Associates held 249 shares of Eli Lilly worth $298K as of Q2 2026.
  • Jim Saulnier & Associates bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
  • Eli Lilly made up 0.12% of Jim Saulnier & Associates's portfolio in Q2 2026, its #126 holding.
  • Jim Saulnier & Associates first reported a position in Eli Lilly in Q3 2024 and has held it in 4 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.