Kelman-Lazarov Inc’s Eli Lilly LLY Stock Holding History

Kelman-Lazarov Inc’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	$350K	Sell	292 -2	-0.7%	-$2.04K	0.05%	113
2026 Q1	$270K	Buy	+294	New	+$298K	0.04%	123

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelman-Lazarov Inc's LLY Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Eli Lilly (LLY) stake by 0.68% in Q2 2026, selling an estimated $2.04K and leaving 292 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #113.

Kelman-Lazarov Inc first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Kelman-Lazarov Inc held 292 shares of Eli Lilly worth $350K as of Q2 2026.
Kelman-Lazarov Inc sold 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 0.05% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #113 holding.
Kelman-Lazarov Inc first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.