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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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Phoenix Financial's LLY Position: Q1 2026 in Review

Phoenix Financial increased its Eli Lilly (LLY) stake by 217% in Q1 2026, buying an estimated $70.4M and bringing the position to 101,476 shares worth $93.3M. The position accounts for 0.88% of the portfolio, ranked #31.

Phoenix Financial first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Phoenix Financial held 101,476 shares of Eli Lilly worth $93.3M as of Q1 2026.
  • Phoenix Financial bought 69,419 Eli Lilly shares in Q1 2026, an estimated $70.4M.
  • Eli Lilly made up 0.88% of Phoenix Financial's portfolio in Q1 2026, its #31 holding.
  • Phoenix Financial first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.