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JSF Financial’s Eli Lilly LLY Stock Holding History

JSF Financial’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 		$908K Sell
987
-102
-9% -$103K 0.18% 76
2025
Q4 		$1.17M Sell
1,089
-4
-0.4% -$3.83K 0.24% 57
2025
Q3 		$834K Sell
1,093
-23
-2% -$17.1K 0.19% 75
2025
Q2 		$870K Buy
1,116
+125
+13% +$97.1K 0.21% 72
2025
Q1 		$819K Buy
991
+5
+0.5% +$4.16K 0.22% 72
2024
Q4 		$761K Sell
986
-1,045
-51% -$865K 0.2% 73
2024
Q3 		$1.8M Sell
2,031
-8
-0.4% -$7.19K 0.52% 34
2024
Q2 		$1.85M Buy
2,039
+50
+3% +$40K 0.57% 31
2024
Q1 		$1.55M Buy
1,989
+1,067
+116% +$759K 0.48% 32
2023
Q4 		$538K Sell
922
-83
-8% -$48.4K 0.19% 66
2023
Q3 		$540K Sell
1,005
-92
-8% -$47.4K 0.21% 59
2023
Q2 		$514K Buy
1,097
+95
+9% +$39.8K 0.18% 63
2023
Q1 		$344K Sell
1,002
-62
-6% -$20.9K 0.13% 88
2022
Q4 		$389K Sell
1,064
-201
-16% -$71.3K 0.15% 84
2022
Q3 		$409K Sell
1,265
-1,781
-58% -$564K 0.16% 79
2022
Q2 		$988K Sell
3,046
-9
-0.3% -$2.7K 0.45% 36
2022
Q1 		$875K Buy
3,055
+189
+7% +$48.6K 0.37% 39
2021
Q4 		$792K Buy
2,866
+4
+0.1% +$1.01K 0.39% 35
2021
Q3 		$661K Buy
2,862
+254
+10% +$62.7K 0.33% 38
2021
Q2 		$599K Buy
2,608
+157
+6% +$31.5K 0.35% 35
2021
Q1 		$458K Sell
2,451
-350
-12% -$68.5K 0.29% 43
2020
Q4 		$473K Buy
2,801
+378
+16% +$56.4K 0.33% 36
2020
Q3 		$359K Buy
2,423
+354
+17% +$54.8K 0.28% 43
2020
Q2 		$340K Buy
2,069
+234
+13% +$35.9K 0.29% 43
2020
Q1 		$255K Buy
+1,835
New +$252K 0.26% 49

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JSF Financial's LLY Position: Q1 2026 in Review

JSF Financial reduced its Eli Lilly (LLY) stake by 9.4% in Q1 2026, selling an estimated $103K and leaving 987 shares worth $908K. The position accounts for 0.18% of the portfolio, ranked #76.

JSF Financial first reported a position in LLY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.85M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • JSF Financial held 987 shares of Eli Lilly worth $908K as of Q1 2026.
  • JSF Financial sold 102 Eli Lilly shares in Q1 2026, an estimated $103K.
  • Eli Lilly made up 0.18% of JSF Financial's portfolio in Q1 2026, its #76 holding.
  • JSF Financial first reported a position in Eli Lilly in Q1 2020 and has held it in 25 quarters since.
  • JSF Financial's Eli Lilly position peaked at $1.85M in Q2 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.