Kaizen Financial Strategies’s Eli Lilly LLY Stock Holding History

Kaizen Financial Strategies’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	$1.43M	Sell	1,580 -225	-12%	-$228K	0.6%	34
2025 Q4	$1.94M	Sell	1,805 -418	-19%	-$400K	0.86%	23
2025 Q3	$2.08M	Buy	2,223 +170	+8%	+$127K	0.94%	22
2025 Q2	$1.6M	Buy	2,053 +1,240	+153%	+$964K	0.81%	24
2025 Q1	$671K	Buy	813 +114	+16%	+$94.9K	0.39%	43
2024 Q4	$540K	Sell	699 -338	-33%	-$280K	0.31%	59
2024 Q3	$919K	Buy	1,037 +629	+154%	+$566K	0.53%	34
2024 Q2	$322K	Buy	+408	New	+$326K	0.2%	85

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kaizen Financial Strategies's LLY Position: Q1 2026 in Review

Kaizen Financial Strategies reduced its Eli Lilly (LLY) stake by 12% in Q1 2026, selling an estimated $228K and leaving 1,580 shares worth $1.43M. The position accounts for 0.6% of the portfolio, ranked #34.

Kaizen Financial Strategies first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.08M in Q3 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Kaizen Financial Strategies held 1,580 shares of Eli Lilly worth $1.43M as of Q1 2026.
Kaizen Financial Strategies sold 225 Eli Lilly shares in Q1 2026, an estimated $228K.
Eli Lilly made up 0.6% of Kaizen Financial Strategies's portfolio in Q1 2026, its #34 holding.
Kaizen Financial Strategies first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
Kaizen Financial Strategies's Eli Lilly position peaked at $2.08M in Q3 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.