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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Prospect Financial Services increased its Eli Lilly (LLY) stake by 2.1% in Q1 2026, buying an estimated $29.4K and bringing the position to 1,385 shares worth $1.27M. The position accounts for 0.78% of the portfolio, ranked #32.

Prospect Financial Services first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q1 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Prospect Financial Services held 1,385 shares of Eli Lilly worth $1.27M as of Q1 2026.
Prospect Financial Services bought 29 Eli Lilly shares in Q1 2026, an estimated $29.4K.
Eli Lilly made up 0.78% of Prospect Financial Services's portfolio in Q1 2026, its #32 holding.
Prospect Financial Services first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Prospect Financial Services's Eli Lilly position peaked at $1.49M in Q1 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.