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Park Square Financial Group’s Eli Lilly LLY Stock Holding History

Park Square 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
Q2 		$144K Sell
120
-5
-4% -$5.11K 1.3% 21
2026
Q1 		$115K Sell
125
-11
-8% -$11.2K 0.87% 20
2025
Q4 		$105K Sell
136
-1
-0.7% -$956 0.62% 20
2025
Q3 		$105K Sell
137
-1,356
-91% -$1.01M 0.45% 23
2025
Q2 		$1.16M Buy
1,493
+29
+2% +$22.5K 0.84% 24
2025
Q1 		$1.21M Sell
1,464
-113
-7% -$94K 0.96% 24
2024
Q4 		$1.22M Buy
+1,577
New +$1.31M 0.84% 26

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

Park Square Financial Group's LLY Position: Q2 2026 in Review

Park Square Financial Group reduced its Eli Lilly (LLY) stake by 4% in Q2 2026, selling an estimated $5.11K and leaving 120 shares worth $144K. The position accounts for 1.3% of the portfolio, ranked #21.

Park Square Financial Group first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Park Square Financial Group held 120 shares of Eli Lilly worth $144K as of Q2 2026.
  • Park Square Financial Group sold 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 1.3% of Park Square Financial Group's portfolio in Q2 2026, its #21 holding.
  • Park Square Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Eli Lilly position peaked at $1.22M in Q4 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.