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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
Q2 		$1.75M Sell
1,464
-116
-7% -$119K 0.57% 35
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
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

Kaizen Financial Strategies's LLY Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Eli Lilly (LLY) stake by 7.3% in Q2 2026, selling an estimated $119K and leaving 1,464 shares worth $1.75M. The position accounts for 0.57% of the portfolio, ranked #35.

Kaizen Financial Strategies first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.08M in Q3 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Kaizen Financial Strategies held 1,464 shares of Eli Lilly worth $1.75M as of Q2 2026.
  • Kaizen Financial Strategies sold 116 Eli Lilly shares in Q2 2026, an estimated $119K.
  • Eli Lilly made up 0.57% of Kaizen Financial Strategies's portfolio in Q2 2026, its #35 holding.
  • Kaizen Financial Strategies first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • Kaizen Financial Strategies's Eli Lilly position peaked at $2.08M in Q3 2025.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.