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Kingdom Financial Group’s Eli Lilly LLY Stock Holding History

Kingdom Financial 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
Q1 		$294K Buy
320
+34
+12% +$34.5K 0.08% 114
2025
Q4 		$307K Sell
286
-360
-56% -$344K 0.1% 108
2025
Q3 		$492K Buy
+646
New +$481K 0.3% 49
2024
Q1 		– Sell
-571
Closed -$333K – 80
2023
Q4 		$333K Buy
571
+102
+22% +$59.5K 0.29% 56
2023
Q3 		$252K Sell
469
-24
-5% -$12.4K 0.24% 61
2023
Q2 		$231K Buy
+493
New +$207K 0.23% 56

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Kingdom Financial Group's LLY Position: Q1 2026 in Review

Kingdom Financial Group increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $34.5K and bringing the position to 320 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #114.

Kingdom Financial Group first reported a position in LLY in Q2 2023 and has held it in 6 quarters since. The position peaked at $492K in Q3 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Kingdom Financial Group held 320 shares of Eli Lilly worth $294K as of Q1 2026.
  • Kingdom Financial Group bought 34 Eli Lilly shares in Q1 2026, an estimated $34.5K.
  • Eli Lilly made up 0.08% of Kingdom Financial Group's portfolio in Q1 2026, its #114 holding.
  • Kingdom Financial Group first reported a position in Eli Lilly in Q2 2023 and has held it in 6 quarters since.
  • Kingdom Financial Group's Eli Lilly position peaked at $492K in Q3 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.