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Key Financial Inc’s Eli Lilly LLY Stock Holding History

Key Financial 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
Q1 		$749K Buy
814
+41
+5% +$41.6K 0.13% 145
2025
Q4 		$831K Sell
773
-5
-0.6% -$4.78K 0.15% 118
2025
Q3 		$642K Buy
778
+45
+6% +$33.5K 0.12% 148
2025
Q2 		$571K Sell
733
-155
-17% -$120K 0.12% 151
2025
Q1 		$733K Hold
888
– – 0.16% 118
2024
Q4 		$686K Buy
888
+5
+0.6% +$4.14K 0.16% 117
2024
Q3 		$782K Buy
883
+13
+1% +$11.7K 0.17% 105
2024
Q2 		$788K Buy
870
+146
+20% +$117K 0.19% 96
2024
Q1 		$563K Hold
724
– – 0.14% 126
2023
Q4 		$422K Hold
724
– – 0.12% 144
2023
Q3 		$389K Buy
724
+35
+5% +$18K 0.13% 133
2023
Q2 		$323K Buy
689
+68
+11% +$28.5K 0.11% 154
2023
Q1 		$213K Hold
621
– – 0.08% 187
2022
Q4 		$201K Hold
621
– – 0.09% 164
2022
Q3 		$201K Buy
621
+31
+5% +$9.82K 0.09% 166
2022
Q2 		$192K Buy
590
+87
+17% +$26.1K 0.1% 151
2022
Q1 		$144K Sell
503
-127
-20% -$32.7K 0.07% 204
2021
Q4 		$174K Sell
630
-100
-14% -$25.4K 0.09% 162
2021
Q3 		$169K Buy
730
+4
+0.6% +$987 0.1% 162
2021
Q2 		$177K Buy
726
+376
+107% +$75.5K 0.1% 164
2021
Q1 		$65K Hold
350
– – 0.04% 236
2020
Q4 		$59K Buy
+350
New +$52.3K 0.04% 229
2020
Q2 		– Sell
-350
Closed -$48K – 393
2020
Q1 		$48K Buy
+350
New +$48.1K 0.05% 219

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Key Financial Inc's LLY Position: Q1 2026 in Review

Key Financial Inc increased its Eli Lilly (LLY) stake by 5.3% in Q1 2026, buying an estimated $41.6K and bringing the position to 814 shares worth $749K. The position accounts for 0.13% of the portfolio, ranked #145.

Key Financial Inc first reported a position in LLY in Q1 2020 and has held it in 23 quarters since. The position peaked at $831K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Key Financial Inc held 814 shares of Eli Lilly worth $749K as of Q1 2026.
  • Key Financial Inc bought 41 Eli Lilly shares in Q1 2026, an estimated $41.6K.
  • Eli Lilly made up 0.13% of Key Financial Inc's portfolio in Q1 2026, its #145 holding.
  • Key Financial Inc first reported a position in Eli Lilly in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Eli Lilly position peaked at $831K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.