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Larson Financial Group’s Eli Lilly LLY Stock Holding History

Larson 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 		$15.6M Buy
17,014
+3,008
+21% +$3.05M 0.5% 41
2025
Q4 		$15.1M Sell
14,006
-2,755
-16% -$2.63M 0.5% 42
2025
Q3 		$12.8M Buy
16,761
+243
+1% +$181K 0.45% 50
2025
Q2 		$12.9M Buy
16,518
+335
+2% +$260K 0.52% 43
2025
Q1 		$13.4M Buy
16,183
+828
+5% +$689K 0.63% 36
2024
Q4 		$11.9M Buy
15,355
+511
+3% +$423K 0.61% 34
2024
Q3 		$13.2M Sell
14,844
-300
-2% -$270K 0.75% 29
2024
Q2 		$13.7M Buy
15,144
+5,761
+61% +$4.61M 0.93% 24
2024
Q1 		$7.3M Buy
9,383
+170
+2% +$121K 0.56% 40
2023
Q4 		$5.37M Buy
9,213
+266
+3% +$155K 0.47% 43
2023
Q3 		$4.81M Buy
8,947
+5,027
+128% +$2.59M 0.47% 47
2023
Q2 		$1.84M Sell
3,920
-162
-4% -$67.9K 0.18% 101
2023
Q1 		$1.4M Buy
4,082
+99
+2% +$33.4K 0.15% 131
2022
Q4 		$1.46M Buy
3,983
+2
+0.1% +$709 0.17% 118
2022
Q3 		$1.29M Buy
3,981
+186
+5% +$58.9K 0.18% 112
2022
Q2 		$1.23M Buy
3,795
+747
+25% +$224K 0.21% 57
2022
Q1 		$873K Buy
3,048
+69
+2% +$17.8K 0.14% 78
2021
Q4 		$823K Buy
2,979
+1,582
+113% +$401K 0.13% 79
2021
Q3 		$323K Sell
1,397
-198
-12% -$48.9K 0.06% 108
2021
Q2 		$366K Buy
1,595
+2
+0.1% +$402 0.09% 90
2021
Q1 		$298K Buy
1,593
+546
+52% +$107K 0.09% 86
2020
Q4 		$177K Buy
1,047
+1
+0.1% +$149 0.06% 106
2020
Q3 		$155K Hold
1,046
– – 0.06% 102
2020
Q2 		$172K Hold
1,046
– – 0.08% 107
2020
Q1 		$145K Hold
1,046
– – 0.09% 89
2019
Q4 		$138K Sell
1,046
-161
-13% -$18.7K 0.08% 91
2019
Q3 		$135K Buy
1,207
+759
+169% +$84.5K 0.09% 94
2019
Q2 		$50K Hold
448
– – 0.04% 126
2019
Q1 		$58K Buy
448
+200
+81% +$24.3K 0.05% 106
2018
Q4 		$29K Buy
+248
New +$27.7K 0.03% 132

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

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

Larson Financial Group increased its Eli Lilly (LLY) stake by 21% in Q1 2026, buying an estimated $3.05M and bringing the position to 17,014 shares worth $15.6M. The position accounts for 0.5% of the portfolio, ranked #41.

Larson Financial Group first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Larson Financial Group held 17,014 shares of Eli Lilly worth $15.6M as of Q1 2026.
  • Larson Financial Group bought 3,008 Eli Lilly shares in Q1 2026, an estimated $3.05M.
  • Eli Lilly made up 0.5% of Larson Financial Group's portfolio in Q1 2026, its #41 holding.
  • Larson Financial Group first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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