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Personal CFO Solutions’s Eli Lilly LLY Stock Holding History

Personal CFO Solutions’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 		$4.85M Sell
4,041
-439
-10% -$449K 0.7% 21
2026
Q1 		$4.12M Sell
4,480
-155
-3% -$157K 0.58% 30
2025
Q4 		$4.98M Buy
4,635
+282
+6% +$270K 0.79% 19
2025
Q3 		$3.32M Sell
4,353
-113
-3% -$84.1K 0.58% 29
2025
Q2 		$3.48M Buy
4,466
+289
+7% +$225K 0.64% 23
2025
Q1 		$3.45M Buy
4,177
+875
+26% +$728K 0.7% 21
2024
Q4 		$2.55M Buy
3,302
+562
+21% +$465K 0.5% 33
2024
Q3 		$2.43M Sell
2,740
-15
-0.5% -$13.5K 0.34% 59
2024
Q2 		$2.49M Buy
2,755
+317
+13% +$254K 0.38% 51
2024
Q1 		$1.9M Buy
2,438
+58
+2% +$41.3K 0.3% 67
2023
Q4 		$1.39M Sell
2,380
-196
-8% -$114K 0.24% 81
2023
Q3 		$1.38M Buy
2,576
+532
+26% +$274K 0.27% 75
2023
Q2 		$959K Sell
2,044
-125
-6% -$52.4K 0.19% 103
2023
Q1 		$745K Buy
2,169
+65
+3% +$21.9K 0.15% 127
2022
Q4 		$770K Sell
2,104
-172
-8% -$61K 0.16% 119
2022
Q3 		$736K Buy
2,276
+56
+3% +$17.7K 0.18% 105
2022
Q2 		$720K Sell
2,220
-268
-11% -$80.4K 0.17% 106
2022
Q1 		$712K Buy
2,488
+8
+0.3% +$2.06K 0.14% 138
2021
Q4 		$685K Buy
2,480
+292
+13% +$74K 0.13% 155
2021
Q3 		$506K Buy
2,188
+90
+4% +$22.2K 0.1% 187
2021
Q2 		$482K Buy
2,098
+132
+7% +$26.5K 0.1% 193
2021
Q1 		$367K Sell
1,966
-159
-7% -$31.1K 0.08% 220
2020
Q4 		$359K Buy
2,125
+506
+31% +$75.5K 0.09% 209
2020
Q3 		$0 Sell
1,619
-29
-2% -$4.49K ﹤0.01% 251
2020
Q2 		$271K Buy
+1,648
New +$253K 0.08% 225

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

Personal CFO Solutions's LLY Position: Q2 2026 in Review

Personal CFO Solutions reduced its Eli Lilly (LLY) stake by 9.8% in Q2 2026, selling an estimated $449K and leaving 4,041 shares worth $4.85M. The position accounts for 0.7% of the portfolio, ranked #21.

Personal CFO Solutions first reported a position in LLY in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.98M in Q4 2025. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Personal CFO Solutions held 4,041 shares of Eli Lilly worth $4.85M as of Q2 2026.
  • Personal CFO Solutions sold 439 Eli Lilly shares in Q2 2026, an estimated $449K.
  • Eli Lilly made up 0.7% of Personal CFO Solutions's portfolio in Q2 2026, its #21 holding.
  • Personal CFO Solutions first reported a position in Eli Lilly in Q2 2020 and has held it in 25 quarters since.
  • Personal CFO Solutions's Eli Lilly position peaked at $4.98M in Q4 2025.
  • 4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.