Koss-Olinger Consulting’s Eli Lilly LLY Stock Holding History

Koss-Olinger Consulting’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	$219K	Buy	+182	New	+$186K	0.02%	154
2026 Q1	–	Sell	-487	Closed	-$524K	–	275
2025 Q4	$524K	Sell	487 -11	-2%	-$10.5K	0.04%	165
2025 Q3	$388K	Hold	498	–	–	0.03%	238
2025 Q2	$388K	Buy	498 +28	+6%	+$21.8K	0.03%	238
2025 Q1	$388K	Buy	+470	New	+$391K	0.03%	231
2024 Q4	–	Sell	-497	Closed	-$440K	–	248
2024 Q3	$440K	Sell	497 -8	-2%	-$7.19K	0.04%	177
2024 Q2	$457K	Sell	505 -6,120	-92%	-$4.9M	0.04%	155
2024 Q1	$5.15M	Buy	+6,625	New	+$4.71M	2.79%	21
2022 Q4	–	Sell	-822	Closed	-$266K	–	254
2022 Q3	$266K	Hold	822	–	–	0.05%	174
2022 Q2	$267K	Sell	822 -287	-26%	-$86.1K	0.05%	140
2022 Q1	$318K	Sell	1,109 -787	-42%	-$203K	0.05%	146
2021 Q4	$524K	Sell	1,896 -108	-5%	-$27.4K	0.08%	101
2021 Q3	$463K	Sell	2,004 -1,259	-39%	-$311K	0.08%	120
2021 Q2	$749K	Buy	3,263 +347	+12%	+$69.7K	0.11%	105
2021 Q1	$545K	Buy	+2,916	New	+$570K	0.09%	118

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koss-Olinger Consulting's LLY Position: Q2 2026 in Review

Koss-Olinger Consulting opened a new position in Eli Lilly (LLY) in Q2 2026: 182 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #154 among its holdings. This is a return to the name: Koss-Olinger Consulting previously reported a position in LLY as recently as Q4 2025.

Koss-Olinger Consulting first reported a position in LLY in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.15M in Q1 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Koss-Olinger Consulting held 182 shares of Eli Lilly worth $219K as of Q2 2026.
Eli Lilly was a new Koss-Olinger Consulting position in Q2 2026.
Eli Lilly made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #154 holding.
Koss-Olinger Consulting first reported a position in Eli Lilly in Q1 2021 and has held it in 15 quarters since.
Koss-Olinger Consulting's Eli Lilly position peaked at $5.15M in Q1 2024.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.