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Legacy Financial Advisors’s Eli Lilly LLY Stock Holding History

Legacy Financial Advisors’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 		$2.93M Buy
3,184
+35
+1% +$35.5K 0.41% 42
2025
Q4 		$3.38M Buy
3,149
+141
+5% +$135K 0.47% 36
2025
Q3 		$2.3M Sell
3,008
-156
-5% -$116K 0.32% 51
2025
Q2 		$2.47M Buy
3,164
+129
+4% +$100K 0.39% 39
2025
Q1 		$2.51M Buy
3,035
+81
+3% +$67.4K 0.42% 40
2024
Q4 		$2.28M Sell
2,954
-62
-2% -$51.3K 0.38% 45
2024
Q3 		$2.67M Buy
3,016
+68
+2% +$61.1K 0.45% 41
2024
Q2 		$2.67M Buy
2,948
+44
+2% +$35.2K 0.48% 36
2024
Q1 		$2.26M Buy
2,904
+97
+3% +$69K 0.4% 42
2023
Q4 		$1.64M Buy
2,807
+154
+6% +$89.9K 0.31% 52
2023
Q3 		$1.43M Buy
2,653
+21
+0.8% +$10.8K 0.29% 49
2023
Q2 		$1.23M Sell
2,632
-88
-3% -$36.9K 0.23% 54
2023
Q1 		$934K Sell
2,720
-304
-10% -$103K 0.19% 65
2022
Q4 		$1.11M Buy
3,024
+1,223
+68% +$434K 0.24% 52
2022
Q3 		$582K Buy
1,801
+46
+3% +$14.6K 0.14% 83
2022
Q2 		$569K Buy
1,755
+143
+9% +$42.9K 0.14% 79
2022
Q1 		$462K Buy
1,612
+81
+5% +$20.8K 0.1% 106
2021
Q4 		$423K Buy
1,531
+148
+11% +$37.5K 0.1% 107
2021
Q3 		$320K Sell
1,383
-172
-11% -$42.5K 0.08% 115
2021
Q2 		$357K Buy
1,555
+148
+11% +$29.7K 0.09% 103
2021
Q1 		$263K Sell
1,407
-28
-2% -$5.48K 0.07% 127
2020
Q4 		$242K Sell
1,435
-9
-0.6% -$1.34K 0.07% 120
2020
Q3 		$214K Buy
+1,444
New +$223K 0.07% 119
2019
Q2 		– Sell
-1,690
Closed -$219K – 562
2019
Q1 		$219K Buy
1,690
+128
+8% +$15.6K 0.07% 104
2018
Q4 		$181K Buy
1,562
+389
+33% +$43.5K 0.07% 105
2018
Q3 		$125K Hold
1,173
– – 0.05% 146
2018
Q2 		$105K Sell
1,173
-2,341
-67% -$192K 0.04% 165
2018
Q1 		$278K Buy
3,514
+726
+26% +$58.4K 0.11% 83
2017
Q4 		$235K Buy
+2,788
New +$237K 0.1% 98

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

Legacy Financial Advisors's LLY Position: Q1 2026 in Review

Legacy Financial Advisors increased its Eli Lilly (LLY) stake by 1.1% in Q1 2026, buying an estimated $35.5K and bringing the position to 3,184 shares worth $2.93M. The position accounts for 0.41% of the portfolio, ranked #42.

Legacy Financial Advisors first reported a position in LLY in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.38M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Legacy Financial Advisors held 3,184 shares of Eli Lilly worth $2.93M as of Q1 2026.
  • Legacy Financial Advisors bought 35 Eli Lilly shares in Q1 2026, an estimated $35.5K.
  • Eli Lilly made up 0.41% of Legacy Financial Advisors's portfolio in Q1 2026, its #42 holding.
  • Legacy Financial Advisors first reported a position in Eli Lilly in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's Eli Lilly position peaked at $3.38M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.