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O'Connor Financial Group’s Eli Lilly LLY Stock Holding History

O'Connor Financial Group’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 		$359K Buy
299
+26
+10% +$26.6K 0.13% 53
2026
Q1 		$251K Buy
273
+5
+2% +$5.07K 0.1% 55
2025
Q4 		$285K Buy
+268
New +$256K 0.11% 54
2025
Q3 		– Sell
-258
Closed -$201K – 60
2025
Q2 		$201K Buy
+258
New +$200K 0.09% 59
2024
Q4 		– Sell
-253
Closed -$224K – 56
2024
Q3 		$224K Sell
253
-4
-2% -$3.6K 0.12% 53
2024
Q2 		$233K Buy
+257
New +$206K 0.14% 46

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

O'Connor Financial Group's LLY Position: Q2 2026 in Review

O'Connor Financial Group increased its Eli Lilly (LLY) stake by 9.5% in Q2 2026, buying an estimated $26.6K and bringing the position to 299 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #53.

O'Connor Financial Group first reported a position in LLY in Q2 2024 and has held it in 6 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • O'Connor Financial Group held 299 shares of Eli Lilly worth $359K as of Q2 2026.
  • O'Connor Financial Group bought 26 Eli Lilly shares in Q2 2026, an estimated $26.6K.
  • Eli Lilly made up 0.13% of O'Connor Financial Group's portfolio in Q2 2026, its #53 holding.
  • O'Connor Financial Group first reported a position in Eli Lilly in Q2 2024 and has held it in 6 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.