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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
Q2 		$16M Sell
13,652
-289
-2% -$295K 2.19% 4
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 $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

KKM Financial's LLY Position: Q2 2026 in Review

KKM Financial reduced its Eli Lilly (LLY) stake by 2.1% in Q2 2026, selling an estimated $295K and leaving 13,652 shares worth $16M. The position accounts for 2.19% of the portfolio, ranked #4.

KKM Financial 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.

  • KKM Financial held 13,652 shares of Eli Lilly worth $16M as of Q2 2026.
  • KKM Financial sold 289 Eli Lilly shares in Q2 2026, an estimated $295K.
  • Eli Lilly made up 2.19% of KKM Financial's portfolio in Q2 2026, its #4 holding.
  • KKM Financial 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 KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.