Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Eli Lilly LLY Stock Holding History

Legacy Financial Group (Iowa)’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 		$228K Buy
+190
New +$194K 0.03% 124
2023
Q4 		– Sell
-66
Closed -$35.5K – 303
2023
Q3 		$35.5K Buy
+66
New +$34K 0.01% 212

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Group (Iowa)'s LLY Position: Q2 2026 in Review

Legacy Financial Group (Iowa) opened a new position in Eli Lilly (LLY) in Q2 2026: 190 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #124 among its holdings. This is a return to the name: Legacy Financial Group (Iowa) previously reported a position in LLY as recently as Q3 2023.

Legacy Financial Group (Iowa) first reported a position in LLY in Q3 2023 and has held it in 2 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Legacy Financial Group (Iowa) held 190 shares of Eli Lilly worth $228K as of Q2 2026.
  • Eli Lilly was a new Legacy Financial Group (Iowa) position in Q2 2026.
  • Eli Lilly made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #124 holding.
  • Legacy Financial Group (Iowa) first reported a position in Eli Lilly in Q3 2023 and has held it in 2 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.