OF
LLY icon

Optimize Financial’s Eli Lilly LLY Stock Holding History

Optimize Financial’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 		$535K Sell
446
-1
-0.2% -$1.02K 0.19% 119
2026
Q1 		$411K Sell
447
-153
-26% -$155K 0.2% 188
2025
Q4 		$645K Buy
600
+8
+1% +$7.65K 0.32% 75
2025
Q3 		$452K Buy
+592
New +$441K 0.24% 155

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

Optimize Financial's LLY Position: Q2 2026 in Review

Optimize Financial reduced its Eli Lilly (LLY) stake by 0.22% in Q2 2026, selling an estimated $1.02K and leaving 446 shares worth $535K. The position accounts for 0.19% of the portfolio, ranked #119.

Optimize Financial first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $645K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Optimize Financial held 446 shares of Eli Lilly worth $535K as of Q2 2026.
  • Optimize Financial sold 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.19% of Optimize Financial's portfolio in Q2 2026, its #119 holding.
  • Optimize Financial first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Eli Lilly position peaked at $645K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.