Leeward Financial Partners’s Eli Lilly LLY Stock Holding History

Leeward Financial Partners’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	$790K	Hold	659	–	–	0.21%	62
2026 Q1	$606K	Sell	659 -198	-23%	-$201K	0.18%	60
2025 Q4	$921K	Sell	857 -3,098	-78%	-$2.96M	0.26%	55
2025 Q3	$3.02M	Buy	3,955 +225	+6%	+$167K	0.86%	35
2025 Q2	$2.91M	Sell	3,730 -2,923	-44%	-$2.27M	0.92%	35
2025 Q1	$5.49M	Buy	6,653 +231	+4%	+$192K	2.05%	15
2024 Q4	$4.96M	Buy	6,422 +2,195	+52%	+$1.82M	1.77%	17
2024 Q3	$3.74M	Buy	4,227 +155	+4%	+$139K	1.41%	24
2024 Q2	$3.69M	Buy	4,072 +3,681	+941%	+$2.94M	1.5%	24
2024 Q1	$304K	Buy	+391	New	+$278K	0.13%	72

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 $3.37T AUM 44.26% 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

Leeward Financial Partners's LLY Position: Q2 2026 in Review

Leeward Financial Partners held its Eli Lilly (LLY) position steady in Q2 2026 at 659 shares worth $790K. The position accounts for 0.21% of the portfolio, ranked #62.

Leeward Financial Partners first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.49M in Q1 2025. 4,594 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Leeward Financial Partners held 659 shares of Eli Lilly worth $790K as of Q2 2026.
Leeward Financial Partners left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.21% of Leeward Financial Partners's portfolio in Q2 2026, its #62 holding.
Leeward Financial Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Leeward Financial Partners's Eli Lilly position peaked at $5.49M in Q1 2025.
4,594 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.