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Lutz Financial Services’s Eli Lilly LLY Stock Holding History

Lutz Financial Services’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 		$408K Sell
340
-2
-0.6% -$2.04K 0.02% 89
2026
Q1 		$315K Buy
342
+17
+5% +$17.2K 0.02% 90
2025
Q4 		$349K Buy
325
+26
+9% +$24.9K 0.02% 88
2025
Q3 		$228K Sell
299
-23
-7% -$17.1K 0.02% 93
2025
Q2 		$251K Buy
322
+14
+5% +$10.9K 0.02% 89
2025
Q1 		$254K Sell
308
-6
-2% -$4.99K 0.02% 86
2024
Q4 		$242K Sell
314
-1
-0.3% -$828 0.02% 86
2024
Q3 		$279K Sell
315
-53
-14% -$47.6K 0.02% 81
2024
Q2 		$333K Hold
368
– – 0.03% 75
2024
Q1 		$286K Sell
368
-13
-3% -$9.25K 0.03% 79
2023
Q4 		$222K Sell
381
-11
-3% -$6.42K 0.02% 82
2023
Q3 		$211K Sell
392
-38
-9% -$19.6K 0.02% 79
2023
Q2 		$202K Buy
+430
New +$180K 0.02% 81

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

Lutz Financial Services's LLY Position: Q2 2026 in Review

Lutz Financial Services reduced its Eli Lilly (LLY) stake by 0.58% in Q2 2026, selling an estimated $2.04K and leaving 340 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #89.

Lutz Financial Services first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Lutz Financial Services held 340 shares of Eli Lilly worth $408K as of Q2 2026.
  • Lutz Financial Services sold 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 0.02% of Lutz Financial Services's portfolio in Q2 2026, its #89 holding.
  • Lutz Financial Services first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.