Key Client Fiduciary Advisors’s Eli Lilly LLY Stock Holding History

Key Client Fiduciary 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	$1.43M	Buy	1,195 +14	+1%	+$14.3K	0.41%	52
2026 Q1	$1.09M	Buy	1,181 +24	+2%	+$24.3K	0.37%	60
2025 Q4	$1.24M	Buy	1,157 +21	+2%	+$20.1K	0.42%	56
2025 Q3	$867K	Buy	1,136 +13	+1%	+$9.67K	0.29%	70
2025 Q2	$875K	Buy	1,123 +50	+5%	+$38.9K	0.35%	65
2025 Q1	$886K	Buy	1,073 +15	+1%	+$12.5K	0.4%	56
2024 Q4	$817K	Sell	1,058 -59	-5%	-$48.9K	0.36%	65
2024 Q3	$989K	Buy	1,117 +37	+3%	+$33.3K	0.44%	54
2024 Q2	$978K	Buy	1,080 +30	+3%	+$24K	0.49%	52
2024 Q1	$817K	Sell	1,050 -4	-0.4%	-$2.85K	0.43%	55
2023 Q4	$614K	Buy	1,054 +108	+11%	+$63K	0.36%	68
2023 Q3	$508K	Buy	946 +32	+4%	+$16.5K	0.31%	77
2023 Q2	$429K	Buy	914 +4	+0.4%	+$1.68K	0.25%	95
2023 Q1	$313K	Sell	910 -10	-1%	-$3.37K	0.2%	116
2022 Q4	$336K	Buy	920 +281	+44%	+$99.6K	0.23%	99
2022 Q3	$207K	Sell	639 -5	-0.8%	-$1.58K	0.19%	98
2022 Q2	$209K	Sell	644 -65	-9%	-$19.5K	0.2%	101
2022 Q1	$203K	Buy	+709	New	+$182K	0.16%	119

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 $3.37T AUM 44.26% 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

Key Client Fiduciary Advisors's LLY Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Eli Lilly (LLY) stake by 1.2% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,195 shares worth $1.43M. The position accounts for 0.41% of the portfolio, ranked #52.

Key Client Fiduciary Advisors first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Key Client Fiduciary Advisors held 1,195 shares of Eli Lilly worth $1.43M as of Q2 2026.
Key Client Fiduciary Advisors bought 14 Eli Lilly shares in Q2 2026, an estimated $14.3K.
Eli Lilly made up 0.41% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #52 holding.
Key Client Fiduciary Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.