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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
Q2 		$2.61M Buy
2,176
+541
+33% +$553K 0.8% 25
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
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

Morris Financial Concepts's LLY Position: Q2 2026 in Review

Morris Financial Concepts increased its Eli Lilly (LLY) stake by 33% in Q2 2026, buying an estimated $553K and bringing the position to 2,176 shares worth $2.61M. The position accounts for 0.8% of the portfolio, ranked #25.

Morris Financial Concepts first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Morris Financial Concepts held 2,176 shares of Eli Lilly worth $2.61M as of Q2 2026.
  • Morris Financial Concepts bought 541 Eli Lilly shares in Q2 2026, an estimated $553K.
  • Eli Lilly made up 0.8% of Morris Financial Concepts's portfolio in Q2 2026, its #25 holding.
  • Morris Financial Concepts first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.