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Kelleher Financial Advisors’s Eli Lilly LLY Stock Holding History

Kelleher Financial Advisors’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 		$786K Buy
870
+188
+28% +$191K 0.2% 82
2025
Q4 		$733K Sell
682
-101
-13% -$96.6K 0.17% 90
2025
Q3 		$597K Buy
783
+316
+68% +$235K 0.15% 95
2025
Q2 		$364K Hold
467
– – 0.13% 98
2025
Q1 		$385K Sell
467
-6
-1% -$4.99K 0.15% 88
2024
Q4 		$365K Buy
473
+107
+29% +$88.6K 0.14% 89
2024
Q3 		$324K Hold
366
– – 0.12% 92
2024
Q2 		$331K Sell
366
-10
-3% -$8K 0.14% 88
2024
Q1 		$293K Hold
376
– – 0.12% 100
2023
Q4 		$219K Hold
376
– – 0.1% 91
2023
Q3 		$202K Buy
+376
New +$194K 0.1% 99

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Kelleher Financial Advisors's LLY Position: Q1 2026 in Review

Kelleher Financial Advisors increased its Eli Lilly (LLY) stake by 28% in Q1 2026, buying an estimated $191K and bringing the position to 870 shares worth $786K. The position accounts for 0.2% of the portfolio, ranked #82.

Kelleher Financial Advisors first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Kelleher Financial Advisors held 870 shares of Eli Lilly worth $786K as of Q1 2026.
  • Kelleher Financial Advisors bought 188 Eli Lilly shares in Q1 2026, an estimated $191K.
  • Eli Lilly made up 0.2% of Kelleher Financial Advisors's portfolio in Q1 2026, its #82 holding.
  • Kelleher Financial Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.