Optimist Retirement Group’s Eli Lilly LLY Stock Holding History

Optimist Retirement 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	$3.79M	Sell	3,163 -34	-1%	-$34.7K	1.46%	11
2026 Q1	$2.94M	Sell	3,197 -356	-10%	-$361K	1.3%	10
2025 Q4	$3.82M	Sell	3,553 -82	-2%	-$78.4K	1.75%	10
2025 Q3	$2.77M	Buy	3,635 +105	+3%	+$78.1K	1.25%	15
2025 Q2	$2.75M	Buy	3,530 +99	+3%	+$76.9K	1.32%	13
2025 Q1	$2.83M	Buy	3,431 +249	+8%	+$207K	1.42%	10
2024 Q4	$2.46M	Buy	3,182 +18	+0.6%	+$14.9K	1.16%	16
2024 Q3	$2.8M	Buy	3,164 +531	+20%	+$477K	1.27%	12
2024 Q2	$2.38M	Sell	2,633 -418	-14%	-$334K	1.25%	16
2024 Q1	$2.37M	Sell	3,051 -1,257	-29%	-$895K	1.22%	16
2023 Q4	$2.51M	Buy	+4,308	New	+$2.51M	1.63%	11

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimist Retirement Group's LLY Position: Q2 2026 in Review

Optimist Retirement Group reduced its Eli Lilly (LLY) stake by 1.1% in Q2 2026, selling an estimated $34.7K and leaving 3,163 shares worth $3.79M. The position accounts for 1.46% of the portfolio, ranked #11.

Optimist Retirement Group first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.82M in Q4 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Optimist Retirement Group held 3,163 shares of Eli Lilly worth $3.79M as of Q2 2026.
Optimist Retirement Group sold 34 Eli Lilly shares in Q2 2026, an estimated $34.7K.
Eli Lilly made up 1.46% of Optimist Retirement Group's portfolio in Q2 2026, its #11 holding.
Optimist Retirement Group first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
Optimist Retirement Group's Eli Lilly position peaked at $3.82M in Q4 2025.
4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.