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Prospect Financial Group’s Eli Lilly LLY Stock Holding History

Prospect 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 		$477K Sell
519
-29
-5% -$29.4K 0.44% 39
2025
Q4 		$589K Sell
548
-14
-2% -$13.4K 0.55% 37
2025
Q3 		$429K Buy
562
+25
+5% +$18.6K 0.42% 39
2025
Q2 		$419K Buy
537
+61
+13% +$47.4K 0.44% 37
2025
Q1 		$393K Buy
476
+25
+6% +$20.8K 0.5% 38
2024
Q4 		$348K Buy
+451
New +$373K 0.43% 39

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

Prospect Financial Group's LLY Position: Q1 2026 in Review

Prospect Financial Group reduced its Eli Lilly (LLY) stake by 5.3% in Q1 2026, selling an estimated $29.4K and leaving 519 shares worth $477K. The position accounts for 0.44% of the portfolio, ranked #39.

Prospect Financial Group first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $589K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Prospect Financial Group held 519 shares of Eli Lilly worth $477K as of Q1 2026.
  • Prospect Financial Group sold 29 Eli Lilly shares in Q1 2026, an estimated $29.4K.
  • Eli Lilly made up 0.44% of Prospect Financial Group's portfolio in Q1 2026, its #39 holding.
  • Prospect Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Prospect Financial Group's Eli Lilly position peaked at $589K in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.