Larson Financial Group
LLY icon

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
Q3 		$6.92K Hold
500
– – ﹤0.01% 2707
2026
Q2 		$15.6K Hold
500
– – ﹤0.01% 2154
2026
Q1 		$67.7K Buy
+500
New +$507K ﹤0.01% 1183

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Larson Financial Group's LLY Position: Q3 2026 in Review

Larson Financial Group increased its Eli Lilly (LLY) stake by 32% in Q3 2026, buying an estimated $8.28M and bringing the position to 28,851 shares worth $33.4M. The position accounts for 0.81% of the portfolio, ranked #23.

Larson Financial Group first reported a position in LLY in Q4 2018 and has held it in 32 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Larson Financial Group held 28,851 shares of Eli Lilly worth $33.4M as of Q3 2026.
  • Larson Financial Group bought 7,020 Eli Lilly shares in Q3 2026, an estimated $8.28M.
  • Eli Lilly made up 0.81% of Larson Financial Group's portfolio in Q3 2026, its #23 holding.
  • Larson Financial Group first reported a position in Eli Lilly in Q4 2018 and has held it in 32 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.