McIntyre, Freedman & Flynn Investment Advisers’s Eli Lilly LLY Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	$314K	Sell	262 -20	-7%	-$20.4K	0.19%	63
2026 Q1	$259K	Sell	282 -17	-6%	-$17.2K	0.15%	69
2025 Q4	$321K	Sell	299 -18	-6%	-$17.2K	0.2%	63
2025 Q3	$242K	Buy	+317	New	+$236K	0.15%	66

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's LLY Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers reduced its Eli Lilly (LLY) stake by 7.1% in Q2 2026, selling an estimated $20.4K and leaving 262 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #63.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $321K in Q4 2025. 3,701 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

McIntyre, Freedman & Flynn Investment Advisers held 262 shares of Eli Lilly worth $314K as of Q2 2026.
McIntyre, Freedman & Flynn Investment Advisers sold 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
Eli Lilly made up 0.19% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #63 holding.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
McIntyre, Freedman & Flynn Investment Advisers's Eli Lilly position peaked at $321K in Q4 2025.
3,701 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.