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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
Q2 		$3M Buy
2,498
+1,628
+187% +$1.66M 0.43% 51
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 $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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's LLY Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Eli Lilly (LLY) stake by 187% in Q2 2026, buying an estimated $1.66M and bringing the position to 2,498 shares worth $3M. The position accounts for 0.43% of the portfolio, ranked #51.

Kelleher Financial Advisors first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Kelleher Financial Advisors held 2,498 shares of Eli Lilly worth $3M as of Q2 2026.
  • Kelleher Financial Advisors bought 1,628 Eli Lilly shares in Q2 2026, an estimated $1.66M.
  • Eli Lilly made up 0.43% of Kelleher Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Kelleher Financial Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.