PSF
LLY icon

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
Q2 		$1.6M Buy
1,338
+14
+1% +$14.3K 0.66% 41
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
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

Pacific Sun Financial's LLY Position: Q2 2026 in Review

Pacific Sun Financial increased its Eli Lilly (LLY) stake by 1.1% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,338 shares worth $1.6M. The position accounts for 0.66% of the portfolio, ranked #41.

Pacific Sun Financial first reported a position in LLY in Q4 2017 and has held it in 18 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Pacific Sun Financial held 1,338 shares of Eli Lilly worth $1.6M as of Q2 2026.
  • Pacific Sun Financial bought 14 Eli Lilly shares in Q2 2026, an estimated $14.3K.
  • Eli Lilly made up 0.66% of Pacific Sun Financial's portfolio in Q2 2026, its #41 holding.
  • Pacific Sun Financial first reported a position in Eli Lilly in Q4 2017 and has held it in 18 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.