Morris Financial Concepts’s Eli Lilly LLY Stock Holding History

Morris Financial Concepts’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	$1.5M	Sell	1,635 -506	-24%	-$513K	0.51%	35
2025 Q4	$2.3M	Sell	2,141 -13	-0.6%	-$12.4K	0.81%	23
2025 Q3	$1.64M	Sell	2,154 -84	-4%	-$62.5K	0.59%	29
2025 Q2	$1.74M	Buy	2,238 +43	+2%	+$33.4K	0.69%	24
2025 Q1	$1.81M	Buy	2,195 +557	+34%	+$463K	0.76%	23
2024 Q4	$1.26M	Sell	1,638 -26	-2%	-$21.5K	0.54%	31
2024 Q3	$1.47M	Sell	1,664 -513	-24%	-$461K	0.63%	29
2024 Q2	$1.97M	Sell	2,177 -73	-3%	-$58.4K	0.94%	17
2024 Q1	$1.75M	Buy	2,250 +3	+0.1%	+$2.13K	0.9%	19
2023 Q4	$1.31M	Sell	2,247 -13	-0.6%	-$7.59K	0.75%	27
2023 Q3	$1.21M	Sell	2,260 -50	-2%	-$25.8K	0.81%	27
2023 Q2	$1.08M	Hold	2,310	–	–	0.7%	27
2023 Q1	$793K	Hold	2,310	–	–	0.56%	34
2022 Q4	$845K	Buy	2,310 +111	+5%	+$39.4K	0.68%	31
2022 Q3	$711K	Sell	2,199 -138	-6%	-$43.7K	0.74%	26
2022 Q2	$758K	Buy	2,337 +95	+4%	+$28.5K	0.72%	27
2022 Q1	$642K	Buy	2,242 +223	+11%	+$57.4K	0.54%	29
2021 Q4	$558K	Buy	+2,019	New	+$512K	0.47%	33

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

Morris Financial Concepts's LLY Position: Q1 2026 in Review

Morris Financial Concepts reduced its Eli Lilly (LLY) stake by 24% in Q1 2026, selling an estimated $513K and leaving 1,635 shares worth $1.5M. The position accounts for 0.51% of the portfolio, ranked #35.

Morris Financial Concepts first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.3M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Morris Financial Concepts held 1,635 shares of Eli Lilly worth $1.5M as of Q1 2026.
Morris Financial Concepts sold 506 Eli Lilly shares in Q1 2026, an estimated $513K.
Eli Lilly made up 0.51% of Morris Financial Concepts's portfolio in Q1 2026, its #35 holding.
Morris Financial Concepts first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Morris Financial Concepts's Eli Lilly position peaked at $2.3M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.