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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
Q2 		$283K Buy
236
+3
+1% +$3.06K 0.08% 62
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
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

Morling Financial Advisors's LLY Position: Q2 2026 in Review

Morling Financial Advisors increased its Eli Lilly (LLY) stake by 1.3% in Q2 2026, buying an estimated $3.06K and bringing the position to 236 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #62.

Morling Financial Advisors first reported a position in LLY in Q4 2021 and has held it in 17 quarters since. The position peaked at $468K in Q1 2025. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Morling Financial Advisors held 236 shares of Eli Lilly worth $283K as of Q2 2026.
  • Morling Financial Advisors bought 3 Eli Lilly shares in Q2 2026, an estimated $3.06K.
  • Eli Lilly made up 0.08% of Morling Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Morling Financial Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 17 quarters since.
  • Morling Financial Advisors's Eli Lilly position peaked at $468K in Q1 2025.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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