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Northern Financial Advisors’s Eli Lilly LLY Stock Holding History

Northern Financial Advisors’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 		$1.77M Buy
1,922
+705
+58% +$715K 1.29% 22
2025
Q4 		$1.31M Sell
1,217
-791
-39% -$756K 1.5% 17
2025
Q3 		$1.53M Sell
2,008
-224
-10% -$167K 0.8% 33
2025
Q2 		$1.74M Buy
2,232
+225
+11% +$175K 1.31% 22
2025
Q1 		$1.66M Sell
2,007
-9
-0.4% -$7.49K 1.37% 22
2024
Q4 		$1.56M Sell
2,016
-479
-19% -$397K 1.24% 21
2024
Q3 		$2.21M Sell
2,495
-274
-10% -$246K 1.68% 14
2024
Q2 		$2.51M Buy
2,769
+292
+12% +$234K 2.01% 11
2024
Q1 		$1.93M Sell
2,477
-6
-0.2% -$4.27K 1.5% 14
2023
Q4 		$1.45M Buy
2,483
+988
+66% +$577K 1.22% 22
2023
Q3 		$803K Sell
1,495
-91
-6% -$46.9K 0.74% 47
2023
Q2 		$744K Buy
1,586
+9
+0.6% +$3.77K 0.66% 48
2023
Q1 		$542K Buy
1,577
+820
+108% +$277K 0.51% 64
2022
Q4 		$277K Buy
+757
New +$268K 0.31% 79

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Northern Financial Advisors's LLY Position: Q1 2026 in Review

Northern Financial Advisors increased its Eli Lilly (LLY) stake by 58% in Q1 2026, buying an estimated $715K and bringing the position to 1,922 shares worth $1.77M. The position accounts for 1.29% of the portfolio, ranked #22.

Northern Financial Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.51M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Northern Financial Advisors held 1,922 shares of Eli Lilly worth $1.77M as of Q1 2026.
  • Northern Financial Advisors bought 705 Eli Lilly shares in Q1 2026, an estimated $715K.
  • Eli Lilly made up 1.29% of Northern Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • Northern Financial Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Northern Financial Advisors's Eli Lilly position peaked at $2.51M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.