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KFA Private Wealth Group’s Eli Lilly LLY Stock Holding History

KFA Private Wealth Group’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 		$542K Sell
452
-27
-6% -$27.6K 0.13% 73
2026
Q1 		$441K Hold
479
– – 0.11% 93
2025
Q4 		$515K Buy
479
+105
+28% +$100K 0.13% 79
2025
Q3 		$286K Buy
374
+2
+0.5% +$1.49K 0.08% 112
2025
Q2 		$290K Sell
372
-10
-3% -$7.77K 0.09% 106
2025
Q1 		$316K Buy
382
+25
+7% +$20.8K 0.11% 80
2024
Q4 		$275K Buy
357
+13
+4% +$10.8K 0.12% 73
2024
Q3 		$305K Sell
344
-1
-0.3% -$899 0.15% 62
2024
Q2 		$312K Buy
345
+69
+25% +$55.2K 0.16% 61
2024
Q1 		$215K Buy
+276
New +$196K 0.07% 97

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 $3.37T AUM 44.26% 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

KFA Private Wealth Group's LLY Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Eli Lilly (LLY) stake by 5.6% in Q2 2026, selling an estimated $27.6K and leaving 452 shares worth $542K. The position accounts for 0.13% of the portfolio, ranked #73.

KFA Private Wealth Group first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • KFA Private Wealth Group held 452 shares of Eli Lilly worth $542K as of Q2 2026.
  • KFA Private Wealth Group sold 27 Eli Lilly shares in Q2 2026, an estimated $27.6K.
  • Eli Lilly made up 0.13% of KFA Private Wealth Group's portfolio in Q2 2026, its #73 holding.
  • KFA Private Wealth Group first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.