LPL Financial
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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
Q2 		$1.8M Hold
1,500
– – ﹤0.01% 3868
2026
Q1 		$1.38M Buy
1,500
+900
+150% +$912K ﹤0.01% 3863
2025
Q4 		$645K Sell
600
-200
-25% -$191K ﹤0.01% 4488
2025
Q3 		$610K Buy
800
+100
+14% +$74.4K ﹤0.01% 4461
2025
Q2 		$546K Buy
+700
New +$544K ﹤0.01% 4302
2025
Q1 		– Sell
-400
Closed -$309K – 5450
2024
Q4 		$309K Sell
400
-1,300
-76% -$1.08M ﹤0.01% 4505
2024
Q3 		$1.51M Buy
1,700
+200
+13% +$180K ﹤0.01% 3002
2024
Q2 		$1.36M Buy
1,500
+1,447
+2,730% +$1.16M ﹤0.01% 2960
2024
Q1 		$4.12M Sell
53
-1,047
-95% -$745K ﹤0.01% 1937
2023
Q4 		$641K Buy
+1,100
New +$642K ﹤0.01% 3452
2019
Q1 		– Sell
-19,200
Closed -$2.22M – 3224
2018
Q4 		$2.22M Buy
+19,200
New +$2.14M 0.01% 1020

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's LLY Position: Q2 2026 in Review

LPL Financial increased its Eli Lilly (LLY) stake by 6.5% in Q2 2026, buying an estimated $79.8M and bringing the position to 1,274,807 shares worth $1.53B. The position accounts for 0.34% of the portfolio, ranked #52.

LPL Financial first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 4,627 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • LPL Financial held 1,274,807 shares of Eli Lilly worth $1.53B as of Q2 2026.
  • LPL Financial bought 78,111 Eli Lilly shares in Q2 2026, an estimated $79.8M.
  • Eli Lilly made up 0.34% of LPL Financial's portfolio in Q2 2026, its #52 holding.
  • LPL Financial first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
  • 4,627 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.