Phoenix Financial’s Eli Lilly LLY Stock Holding History

Phoenix 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
2022 Q4	–	Sell	-1,400	Closed	-$462K	–	315
2022 Q3	$462K	Buy	+1,400	New	+$444K	0.01%	252

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 $3.37T AUM 44.26% 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

Phoenix Financial's LLY Position: Q2 2026 in Review

Phoenix Financial reduced its Eli Lilly (LLY) stake by 4.4% in Q2 2026, selling an estimated $4.55M and leaving 97,019 shares worth $116M. The position accounts for 0.79% of the portfolio, ranked #36.

Phoenix Financial first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Phoenix Financial held 97,019 shares of Eli Lilly worth $116M as of Q2 2026.
Phoenix Financial sold 4,457 Eli Lilly shares in Q2 2026, an estimated $4.55M.
Eli Lilly made up 0.79% of Phoenix Financial's portfolio in Q2 2026, its #36 holding.
Phoenix Financial first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.