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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
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 $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

Park Square Financial Group's LLY Position: Q1 2026 in Review

Park Square Financial Group reduced its Eli Lilly (LLY) stake by 8.1% in Q1 2026, selling an estimated $11.2K and leaving 125 shares worth $115K. The position accounts for 0.87% of the portfolio, ranked #20.

Park Square Financial Group first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Park Square Financial Group held 125 shares of Eli Lilly worth $115K as of Q1 2026.
  • Park Square Financial Group sold 11 Eli Lilly shares in Q1 2026, an estimated $11.2K.
  • Eli Lilly made up 0.87% of Park Square Financial Group's portfolio in Q1 2026, its #20 holding.
  • Park Square Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Eli Lilly position peaked at $1.22M in Q4 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.