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

Legacy Financial Group (Oklahoma)’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	$242K	Sell	263 -12	-4%	-$12.2K	0.06%	78
2025 Q4	$295K	Buy	+275	New	+$263K	0.08%	67
2025 Q3	–	Sell	-261	Closed	-$204K	–	96
2025 Q2	$204K	Sell	261 -115	-31%	-$89.4K	0.06%	82
2025 Q1	$311K	Sell	376 -104	-22%	-$86.5K	0.1%	61
2024 Q4	$371K	Hold	480	–	–	0.12%	58
2024 Q3	$399K	Buy	+480	New	+$432K	0.14%	54

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s LLY Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Eli Lilly (LLY) stake by 4.4% in Q1 2026, selling an estimated $12.2K and leaving 263 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #78.

Legacy Financial Group (Oklahoma) first reported a position in LLY in Q3 2024 and has held it in 6 quarters since. The position peaked at $399K in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Legacy Financial Group (Oklahoma) held 263 shares of Eli Lilly worth $242K as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 12 Eli Lilly shares in Q1 2026, an estimated $12.2K.
Eli Lilly made up 0.06% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #78 holding.
Legacy Financial Group (Oklahoma) first reported a position in Eli Lilly in Q3 2024 and has held it in 6 quarters since.
Legacy Financial Group (Oklahoma)'s Eli Lilly position peaked at $399K in Q3 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.