Legend Financial Advisors’s Eli Lilly LLY Stock Holding History

Legend 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	–	Sell	-275	Closed	-$296K	–	40
2025 Q4	$296K	Sell	275 -25	-8%	-$23.9K	0.18%	34
2025 Q3	$229K	Hold	300	–	–	0.14%	38
2025 Q2	$234K	Hold	300	–	–	0.16%	36
2025 Q1	$248K	Hold	300	–	–	0.18%	34
2024 Q4	$232K	Hold	300	–	–	0.16%	32
2024 Q3	$266K	Sell	300 -50	-14%	-$45K	0.18%	32
2024 Q2	$317K	Hold	350	–	–	0.22%	35
2024 Q1	$272K	Hold	350	–	–	0.2%	34
2023 Q4	$204K	Sell	350 -19	-5%	-$11.1K	0.16%	32
2023 Q3	$198K	Hold	369	–	–	0.17%	39
2023 Q2	$173K	Sell	369 -100	-21%	-$41.9K	0.14%	37
2023 Q1	$161K	Sell	469 -69	-13%	-$23.3K	0.14%	37
2022 Q4	$197K	Sell	538 -100	-16%	-$35.5K	0.17%	39
2022 Q3	$206K	Hold	638	–	–	0.19%	33
2022 Q2	$207K	Buy	+638	New	+$192K	0.21%	29

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

Legend Financial Advisors sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 275 shares — an estimated $296K sold.

Legend Financial Advisors first reported a position in LLY in Q2 2022 and held it in 15 quarters. The position peaked at $317K in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Legend Financial Advisors reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Legend Financial Advisors sold 275 Eli Lilly shares in Q1 2026, an estimated $296K.
Legend Financial Advisors first reported a position in Eli Lilly in Q2 2022 and held it in 15 quarters.
Legend Financial Advisors's Eli Lilly position peaked at $317K in Q2 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.