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NFP Retirement Inc’s Eli Lilly LLY Stock Holding History

NFP Retirement Inc’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 		$4.49M Buy
3,801
+36
+1% +$36.8K 0.25% 68
2026
Q1 		$3.46M Sell
3,765
-16
-0.4% -$16.2K 0.21% 74
2025
Q4 		$4.06M Sell
3,781
-5
-0.1% -$4.78K 0.25% 66
2025
Q3 		$2.89M Sell
3,786
-839
-18% -$624K 0.18% 76
2025
Q2 		$3.61M Buy
4,625
+44
+1% +$34.2K 0.24% 66
2025
Q1 		$3.78M Buy
4,581
+22
+0.5% +$18.3K 0.3% 50
2024
Q4 		$3.52M Sell
4,559
-68
-1% -$56.3K 0.28% 53
2024
Q3 		$4.1M Buy
4,627
+30
+0.7% +$27K 0.33% 49
2024
Q2 		$4.16M Buy
4,597
+31
+0.7% +$24.8K 0.35% 49
2024
Q1 		$3.55M Buy
4,566
+2,291
+101% +$1.63M 0.31% 52
2023
Q4 		$1.33M Buy
2,275
+46
+2% +$26.9K 0.22% 81
2023
Q3 		$1.2M Buy
2,229
+66
+3% +$34K 0.23% 82
2023
Q2 		$1.01M Buy
2,163
+11
+0.5% +$4.61K 0.19% 94
2023
Q1 		$739K Buy
2,152
+1
+0% +$337 0.15% 117
2022
Q4 		$787K Sell
2,151
-21
-1% -$7.45K 0.17% 106
2022
Q3 		$702K Buy
2,172
+2
+0.1% +$634 0.17% 107
2022
Q2 		$704K Buy
2,170
+5
+0.2% +$1.5K 0.18% 102
2022
Q1 		$620K Buy
+2,165
New +$557K 0.15% 115

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

NFP Retirement Inc's LLY Position: Q2 2026 in Review

NFP Retirement Inc increased its Eli Lilly (LLY) stake by 0.96% in Q2 2026, buying an estimated $36.8K and bringing the position to 3,801 shares worth $4.49M. The position accounts for 0.25% of the portfolio, ranked #68.

NFP Retirement Inc first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • NFP Retirement Inc held 3,801 shares of Eli Lilly worth $4.49M as of Q2 2026.
  • NFP Retirement Inc bought 36 Eli Lilly shares in Q2 2026, an estimated $36.8K.
  • Eli Lilly made up 0.25% of NFP Retirement Inc's portfolio in Q2 2026, its #68 holding.
  • NFP Retirement Inc first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.