Petix & Botte Financial’s Eli Lilly LLY Stock Holding History

Petix & Botte 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	$1.07M	Buy	890 +446	+100%	+$456K	0.21%	63
2026 Q1	$819K	Sell	444 -446	-50%	-$452K	0.18%	67
2025 Q4	$956K	Sell	890 -46	-5%	-$44K	0.22%	61
2025 Q3	$714K	Hold	936	–	–	0.16%	72
2025 Q2	$730K	Hold	936	–	–	0.18%	72
2025 Q1	$773K	Hold	936	–	–	0.2%	67
2024 Q4	$723K	Hold	936	–	–	0.19%	73
2024 Q3	$829K	Hold	936	–	–	0.22%	56
2024 Q2	$847K	Buy	936 +548	+141%	+$438K	0.24%	53
2024 Q1	$302K	Sell	388 -388	-50%	-$276K	0.08%	109
2023 Q4	$452K	Hold	776	–	–	0.13%	72
2023 Q3	$417K	Hold	776	–	–	0.13%	73
2023 Q2	$364K	Buy	+776	New	+$325K	0.11%	87

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Petix & Botte Financial's LLY Position: Q2 2026 in Review

Petix & Botte Financial increased its Eli Lilly (LLY) stake by 100% in Q2 2026, buying an estimated $456K and bringing the position to 890 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #63.

Petix & Botte Financial first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Petix & Botte Financial held 890 shares of Eli Lilly worth $1.07M as of Q2 2026.
Petix & Botte Financial bought 446 Eli Lilly shares in Q2 2026, an estimated $456K.
Eli Lilly made up 0.21% of Petix & Botte Financial's portfolio in Q2 2026, its #63 holding.
Petix & Botte Financial first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.