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 Q2	$231K	Buy	+193	New	+$197K	0.13%	39
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 $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 $3.37T AUM 44.26% 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

Legend Financial Advisors's LLY Position: Q2 2026 in Review

Legend Financial Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 193 shares worth $231K. The stake represents 0.13% of the portfolio and ranks #39 among its holdings. This is a return to the name: Legend Financial Advisors previously reported a position in LLY as recently as Q4 2025.

Legend Financial Advisors first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $317K in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Legend Financial Advisors held 193 shares of Eli Lilly worth $231K as of Q2 2026.
Eli Lilly was a new Legend Financial Advisors position in Q2 2026.
Eli Lilly made up 0.13% of Legend Financial Advisors's portfolio in Q2 2026, its #39 holding.
Legend Financial Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
Legend Financial Advisors's Eli Lilly position peaked at $317K in Q2 2024.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.