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Menard Financial Group’s Eli Lilly LLY Stock Holding History

Menard Financial Group’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 		$1.83M Buy
+1,985
New +$2.01M 1.28% 20
2025
Q3 		– Sell
-851
Closed -$663K – 92
2025
Q2 		$663K Sell
851
-30
-3% -$23.3K 0.39% 50
2025
Q1 		$683K Buy
881
+71
+9% +$59.1K 0.45% 47
2024
Q4 		$625K Buy
810
+49
+6% +$40.6K 0.38% 58
2024
Q3 		$674K Buy
761
+17
+2% +$15.3K 0.44% 53
2024
Q2 		$674K Buy
744
+28
+4% +$22.4K 0.48% 47
2024
Q1 		$557K Buy
+716
New +$510K 0.47% 52

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

Menard Financial Group's LLY Position: Q1 2026 in Review

Menard Financial Group opened a new position in Eli Lilly (LLY) in Q1 2026: 1,985 shares worth $1.83M. The stake represents 1.28% of the portfolio and ranks #20 among its holdings. This is a return to the name: Menard Financial Group previously reported a position in LLY as recently as Q2 2025.

Menard Financial Group first reported a position in LLY in Q1 2024 and has held it in 7 quarters since. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Menard Financial Group held 1,985 shares of Eli Lilly worth $1.83M as of Q1 2026.
  • Eli Lilly was a new Menard Financial Group position in Q1 2026.
  • Eli Lilly made up 1.28% of Menard Financial Group's portfolio in Q1 2026, its #20 holding.
  • Menard Financial Group first reported a position in Eli Lilly in Q1 2024 and has held it in 7 quarters since.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.