Morling Financial Advisors’s Eli Lilly LLY Stock Holding History

Morling Financial Advisors’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	$214K	Sell	233 -4	-2%	-$4.05K	0.07%	69
2025 Q4	$255K	Buy	+237	New	+$227K	0.08%	66
2025 Q2	–	Sell	-567	Closed	-$468K	–	115
2025 Q1	$468K	Buy	567 +301	+113%	+$250K	0.16%	46
2024 Q4	$205K	Buy	266 +12	+5%	+$9.94K	0.07%	69
2024 Q3	$225K	Buy	254 +1	+0.4%	+$899	0.09%	64
2024 Q2	$229K	Sell	253 -182	-42%	-$146K	0.1%	55
2024 Q1	$338K	Sell	435 -117	-21%	-$83.3K	0.19%	46
2023 Q4	$322K	Buy	552 +2	+0.4%	+$1.17K	0.26%	43
2023 Q3	$295K	Sell	550 -133	-19%	-$68.5K	0.29%	42
2023 Q2	$320K	Sell	683 -78	-10%	-$32.7K	0.31%	40
2023 Q1	$261K	Buy	761 +24	+3%	+$8.09K	0.28%	44
2022 Q4	$270K	Sell	737 -92	-11%	-$32.6K	0.34%	41
2022 Q3	$268K	Hold	829	–	–	0.37%	39
2022 Q2	$269K	Buy	829 +2	+0.2%	+$600	0.35%	40
2022 Q1	$237K	Hold	827	–	–	0.3%	44
2021 Q4	$228K	Buy	+827	New	+$210K	0.22%	43

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morling Financial Advisors's LLY Position: Q1 2026 in Review

Morling Financial Advisors reduced its Eli Lilly (LLY) stake by 1.7% in Q1 2026, selling an estimated $4.05K and leaving 233 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #69.

Morling Financial Advisors first reported a position in LLY in Q4 2021 and has held it in 16 quarters since. The position peaked at $468K in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Morling Financial Advisors held 233 shares of Eli Lilly worth $214K as of Q1 2026.
Morling Financial Advisors sold 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
Eli Lilly made up 0.07% of Morling Financial Advisors's portfolio in Q1 2026, its #69 holding.
Morling Financial Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 16 quarters since.
Morling Financial Advisors's Eli Lilly position peaked at $468K in Q1 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.