Montis Financial’s Eli Lilly LLY Stock Holding History

Montis 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	$356K	Buy	297 +9	+3%	+$9.2K	0.07%	119
2026 Q1	$265K	Buy	288 +12	+4%	+$12.2K	0.05%	133
2025 Q4	$297K	Hold	276	–	–	0.06%	125
2025 Q3	$211K	Sell	276 -445	-62%	-$331K	0.05%	150
2025 Q2	$562K	Hold	721	–	–	0.16%	79
2025 Q1	$596K	Sell	721 -30	-4%	-$25K	0.18%	78
2024 Q4	$580K	Buy	751 +238	+46%	+$197K	0.18%	75
2024 Q3	$455K	Buy	513 +40	+8%	+$36K	0.16%	70
2024 Q2	$428K	Hold	473	–	–	0.2%	55
2024 Q1	$368K	Buy	473 +9	+2%	+$6.41K	0.17%	58
2023 Q4	$271K	Buy	464 +40	+9%	+$23.3K	0.16%	61
2023 Q3	$228K	Buy	+424	New	+$218K	0.15%	60

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montis Financial's LLY Position: Q2 2026 in Review

Montis Financial increased its Eli Lilly (LLY) stake by 3.1% in Q2 2026, buying an estimated $9.2K and bringing the position to 297 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #119.

Montis Financial first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $596K in Q1 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Montis Financial held 297 shares of Eli Lilly worth $356K as of Q2 2026.
Montis Financial bought 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
Eli Lilly made up 0.07% of Montis Financial's portfolio in Q2 2026, its #119 holding.
Montis Financial first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
Montis Financial's Eli Lilly position peaked at $596K in Q1 2025.
4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.