NFP Retirement Inc
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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
Q3 		$4.43M Buy
3,829
+28
+0.7% +$33K 0.24% 67
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% +$26.8K 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 $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

NFP Retirement Inc's LLY Position: Q3 2026 in Review

NFP Retirement Inc increased its Eli Lilly (LLY) stake by 0.74% in Q3 2026, buying an estimated $33K and bringing the position to 3,829 shares worth $4.43M. The position accounts for 0.24% of the portfolio, ranked #67.

NFP Retirement Inc first reported a position in LLY in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.49M in Q2 2026. 3,735 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • NFP Retirement Inc held 3,829 shares of Eli Lilly worth $4.43M as of Q3 2026.
  • NFP Retirement Inc bought 28 Eli Lilly shares in Q3 2026, an estimated $33K.
  • Eli Lilly made up 0.24% of NFP Retirement Inc's portfolio in Q3 2026, its #67 holding.
  • NFP Retirement Inc first reported a position in Eli Lilly in Q1 2022 and has held it in 19 quarters since.
  • NFP Retirement Inc's Eli Lilly position peaked at $4.49M in Q2 2026.
  • 3,735 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on NFP Retirement Inc's 13F filing for Q3 2026, filed 12 Nov 2026.