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Opulen Financial Group’s Eli Lilly LLY Stock Holding History

Opulen 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
Q1 		$205K Buy
223
+14
+7% +$14.2K 0.14% 114
2025
Q4 		$225K Buy
+209
New +$200K 0.16% 98

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

Opulen Financial Group's LLY Position: Q1 2026 in Review

Opulen Financial Group increased its Eli Lilly (LLY) stake by 6.7% in Q1 2026, buying an estimated $14.2K and bringing the position to 223 shares worth $205K. The position accounts for 0.14% of the portfolio, ranked #114.

Opulen Financial Group first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 4,351 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Opulen Financial Group held 223 shares of Eli Lilly worth $205K as of Q1 2026.
  • Opulen Financial Group bought 14 Eli Lilly shares in Q1 2026, an estimated $14.2K.
  • Eli Lilly made up 0.14% of Opulen Financial Group's portfolio in Q1 2026, its #114 holding.
  • Opulen Financial Group first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Opulen Financial Group's Eli Lilly position peaked at $225K in Q4 2025.
  • 4,351 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.