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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
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 $84.5B AUM 11.36% 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

Optimize Financial's LLY Position: Q1 2026 in Review

Optimize Financial reduced its Eli Lilly (LLY) stake by 26% in Q1 2026, selling an estimated $155K and leaving 447 shares worth $411K. The position accounts for 0.2% of the portfolio, ranked #188.

Optimize Financial first reported a position in LLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $645K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Optimize Financial held 447 shares of Eli Lilly worth $411K as of Q1 2026.
  • Optimize Financial sold 153 Eli Lilly shares in Q1 2026, an estimated $155K.
  • Eli Lilly made up 0.2% of Optimize Financial's portfolio in Q1 2026, its #188 holding.
  • Optimize Financial first reported a position in Eli Lilly in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Eli Lilly position peaked at $645K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.