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KKM Financial’s Eli Lilly LLY Stock Holding History

KKM Financial’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 		$15M Hold
13,941
– – 2.66% 4
2025
Q4 		$15M Buy
13,941
+9,135
+190% +$8.73M 2.66% 4
2025
Q3 		$3.67M Buy
4,806
+718
+18% +$534K 1.15% 44
2025
Q2 		$3.19M Buy
4,088
+1,017
+33% +$790K 1.11% 39
2025
Q1 		$2.54M Sell
3,071
-256
-8% -$213K 1.07% 38
2024
Q4 		$2.57M Buy
3,327
+386
+13% +$320K 1.07% 40
2024
Q3 		$2.61M Buy
2,941
+222
+8% +$200K 1.29% 29
2024
Q2 		$2.46M Buy
2,719
+85
+3% +$68K 1.16% 30
2024
Q1 		$2.05M Buy
+2,634
New +$1.87M 1% 43

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

KKM Financial's LLY Position: Q1 2026 in Review

KKM Financial held its Eli Lilly (LLY) position steady in Q1 2026 at 13,941 shares worth $15M. The position accounts for 2.66% of the portfolio, ranked #4.

KKM Financial first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • KKM Financial held 13,941 shares of Eli Lilly worth $15M as of Q1 2026.
  • KKM Financial left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 2.66% of KKM Financial's portfolio in Q1 2026, its #4 holding.
  • KKM Financial first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.