LPL Financial
LLY icon

LPL Financial’s Eli Lilly LLY Stock Holding History

LPL Financial’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 		$276K Hold
300
– – ﹤0.01% 5244
2025
Q4 		$322K Sell
300
-500
-63% -$478K ﹤0.01% 5091
2025
Q3 		$610K Buy
800
+400
+100% +$298K ﹤0.01% 4460
2025
Q2 		$312K Buy
+400
New +$311K ﹤0.01% 4745
2024
Q4 		– Sell
-500
Closed -$443K – 5379
2024
Q3 		$443K Sell
500
-300
-38% -$270K ﹤0.01% 4105
2024
Q2 		$724K Buy
+800
New +$640K ﹤0.01% 3546

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LPL Financial's LLY Position: Q1 2026 in Review

LPL Financial increased its Eli Lilly (LLY) stake by 2.1% in Q1 2026, buying an estimated $25.5M and bringing the position to 1,196,696 shares worth $1.1B. The position accounts for 0.29% of the portfolio, ranked #63.

LPL Financial first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.26B in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • LPL Financial held 1,196,696 shares of Eli Lilly worth $1.1B as of Q1 2026.
  • LPL Financial bought 25,134 Eli Lilly shares in Q1 2026, an estimated $25.5M.
  • Eli Lilly made up 0.29% of LPL Financial's portfolio in Q1 2026, its #63 holding.
  • LPL Financial first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Eli Lilly position peaked at $1.26B in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.