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 Q2	$317K	Buy	265 +2	+0.8%	+$2.04K	0.07%	74
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 $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 $3.38T AUM 44.17% 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

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

Legacy Financial Group (Oklahoma) increased its Eli Lilly (LLY) stake by 0.76% in Q2 2026, buying an estimated $2.04K and bringing the position to 265 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #74.

Legacy Financial Group (Oklahoma) first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $399K in Q3 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Legacy Financial Group (Oklahoma) held 265 shares of Eli Lilly worth $317K as of Q2 2026.
Legacy Financial Group (Oklahoma) bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 0.07% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #74 holding.
Legacy Financial Group (Oklahoma) first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
Legacy Financial Group (Oklahoma)'s Eli Lilly position peaked at $399K in Q3 2024.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.