NFP
LLY icon

Narus Financial Partners’s Eli Lilly LLY Stock Holding History

Narus Financial Partners’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 		$452K Sell
491
-1
-0.2% -$1.01K 0.12% 106
2025
Q4 		$529K Buy
492
+93
+23% +$88.9K 0.15% 89
2025
Q3 		$304K Buy
+399
New +$297K 0.08% 134

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Narus Financial Partners's LLY Position: Q1 2026 in Review

Narus Financial Partners reduced its Eli Lilly (LLY) stake by 0.2% in Q1 2026, selling an estimated $1.01K and leaving 491 shares worth $452K. The position accounts for 0.12% of the portfolio, ranked #106.

Narus Financial Partners first reported a position in LLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $529K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Narus Financial Partners held 491 shares of Eli Lilly worth $452K as of Q1 2026.
  • Narus Financial Partners sold 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
  • Eli Lilly made up 0.12% of Narus Financial Partners's portfolio in Q1 2026, its #106 holding.
  • Narus Financial Partners first reported a position in Eli Lilly in Q3 2025 and has held it in 3 quarters since.
  • Narus Financial Partners's Eli Lilly position peaked at $529K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.