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Prospect Financial Services’s Eli Lilly LLY Stock Holding History

Prospect Financial Services’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 		$1.24M Sell
1,033
-352
-25% -$360K 0.63% 33
2026
Q1 		$1.27M Buy
1,385
+29
+2% +$29.4K 0.78% 32
2025
Q4 		$1.46M Buy
1,356
+85
+7% +$81.3K 0.84% 29
2025
Q3 		$970K Sell
1,271
-300
-19% -$223K 0.56% 40
2025
Q2 		$1.22M Sell
1,571
-231
-13% -$180K 0.76% 31
2025
Q1 		$1.49M Buy
1,802
+61
+4% +$50.8K 0.83% 29
2024
Q4 		$1.34M Buy
1,741
+175
+11% +$145K 0.73% 31
2024
Q3 		$1.39M Buy
1,566
+286
+22% +$257K 0.86% 27
2024
Q2 		$1.16M Sell
1,280
-270
-17% -$216K 0.89% 28
2024
Q1 		$1.21M Buy
1,550
+146
+10% +$104K 1% 27
2023
Q4 		$818K Buy
+1,404
New +$820K 0.83% 28

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

Prospect Financial Services's LLY Position: Q2 2026 in Review

Prospect Financial Services reduced its Eli Lilly (LLY) stake by 25% in Q2 2026, selling an estimated $360K and leaving 1,033 shares worth $1.24M. The position accounts for 0.63% of the portfolio, ranked #33.

Prospect Financial Services first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q1 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Prospect Financial Services held 1,033 shares of Eli Lilly worth $1.24M as of Q2 2026.
  • Prospect Financial Services sold 352 Eli Lilly shares in Q2 2026, an estimated $360K.
  • Eli Lilly made up 0.63% of Prospect Financial Services's portfolio in Q2 2026, its #33 holding.
  • Prospect Financial Services first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • Prospect Financial Services's Eli Lilly position peaked at $1.49M in Q1 2025.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.