Pacific Sun Financial’s Eli Lilly LLY Stock Holding History

Pacific Sun 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	$1.22M	Buy	1,324 +4	+0.3%	+$4.05K	0.59%	49
2025 Q4	$1.42M	Sell	1,320 -52	-4%	-$49.7K	0.68%	40
2025 Q3	$1.05M	Buy	1,372 +5	+0.4%	+$3.72K	0.51%	60
2025 Q2	$1.07M	Buy	1,367 +5	+0.4%	+$3.88K	0.56%	54
2025 Q1	$1.12M	Sell	1,362 -3	-0.2%	-$2.5K	0.64%	48
2024 Q4	$1.05M	Sell	1,365 -75	-5%	-$62.1K	0.57%	51
2024 Q3	$1.28M	Hold	1,440	–	–	0.7%	41
2024 Q2	$1.3M	Hold	1,440	–	–	0.77%	39
2024 Q1	$1.12M	Buy	1,440 +1,000	+227%	+$712K	0.65%	47
2023 Q4	$256K	Sell	440 -40	-8%	-$23.3K	0.16%	147
2023 Q3	$258K	Buy	+480	New	+$247K	0.18%	141
2022 Q4	–	Sell	-1,480	Closed	-$479K	–	178
2022 Q3	$479K	Sell	1,480 -100	-6%	-$31.7K	0.34%	97
2022 Q2	$512K	Buy	1,580 +100	+7%	+$30K	0.34%	94
2022 Q1	$424K	Hold	1,480	–	–	0.23%	119
2021 Q4	$409K	Sell	1,480 -55	-4%	-$13.9K	0.22%	119
2021 Q3	$355K	Buy	+1,535	New	+$379K	0.2%	123
2018 Q1	–	Sell	-12,890	Closed	-$1.09M	–	164
2017 Q4	$1.09M	Buy	+12,890	New	+$1.1M	0.6%	62

Other funds holding LLY

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pacific Sun Financial's LLY Position: Q1 2026 in Review

Pacific Sun Financial increased its Eli Lilly (LLY) stake by 0.3% in Q1 2026, buying an estimated $4.05K and bringing the position to 1,324 shares worth $1.22M. The position accounts for 0.59% of the portfolio, ranked #49.

Pacific Sun Financial first reported a position in LLY in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.42M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Pacific Sun Financial held 1,324 shares of Eli Lilly worth $1.22M as of Q1 2026.
Pacific Sun Financial bought 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
Eli Lilly made up 0.59% of Pacific Sun Financial's portfolio in Q1 2026, its #49 holding.
Pacific Sun Financial first reported a position in Eli Lilly in Q4 2017 and has held it in 17 quarters since.
Pacific Sun Financial's Eli Lilly position peaked at $1.42M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.