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 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 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

NFP Retirement Inc's LLY Position: Q1 2026 in Review

NFP Retirement Inc reduced its Eli Lilly (LLY) stake by 0.42% in Q1 2026, selling an estimated $16.2K and leaving 3,765 shares worth $3.46M. The position accounts for 0.21% of the portfolio, ranked #74.

NFP Retirement Inc first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.16M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

NFP Retirement Inc held 3,765 shares of Eli Lilly worth $3.46M as of Q1 2026.
NFP Retirement Inc sold 16 Eli Lilly shares in Q1 2026, an estimated $16.2K.
Eli Lilly made up 0.21% of NFP Retirement Inc's portfolio in Q1 2026, its #74 holding.
NFP Retirement Inc first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
NFP Retirement Inc's Eli Lilly position peaked at $4.16M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.