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Mustard Seed Financial’s Eli Lilly LLY Stock Holding History

Mustard Seed 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 		$1.57M Buy
1,308
+2
+0.2% +$2.04K 0.82% 25
2026
Q1 		$1.2M Buy
1,306
+1
+0.1% +$1.01K 0.72% 30
2025
Q4 		$1.4M Sell
1,305
-999
-43% -$955K 0.88% 25
2025
Q3 		$1.76M Buy
2,304
+3
+0.1% +$2.23K 1.13% 21
2025
Q2 		$1.79M Buy
2,301
+2
+0.1% +$1.55K 1.29% 20
2025
Q1 		$1.9M Buy
2,299
+2
+0.1% +$1.66K 1.53% 18
2024
Q4 		$1.77M Buy
2,297
+2
+0.1% +$1.66K 1.44% 18
2024
Q3 		$2.03M Buy
2,295
+1
+0% +$899 1.69% 18
2024
Q2 		$2.08M Buy
2,294
+2
+0.1% +$1.6K 1.99% 14
2024
Q1 		$1.78M Buy
2,292
+2
+0.1% +$1.42K 1.78% 18
2023
Q4 		$1.33M Buy
+2,290
New +$1.34M 1.51% 17

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

Mustard Seed Financial's LLY Position: Q2 2026 in Review

Mustard Seed Financial increased its Eli Lilly (LLY) stake by 0.15% in Q2 2026, buying an estimated $2.04K and bringing the position to 1,308 shares worth $1.57M. The position accounts for 0.82% of the portfolio, ranked #25.

Mustard Seed Financial first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q2 2024. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Mustard Seed Financial held 1,308 shares of Eli Lilly worth $1.57M as of Q2 2026.
  • Mustard Seed Financial bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 0.82% of Mustard Seed Financial's portfolio in Q2 2026, its #25 holding.
  • Mustard Seed Financial first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • Mustard Seed Financial's Eli Lilly position peaked at $2.08M in Q2 2024.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.