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Prosperitas Financial’s Eli Lilly LLY Stock Holding History

Prosperitas 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
2026
Q2 		$5.66M Buy
4,718
+406
+9% +$415K 1.81% 18
2026
Q1 		$3.97M Sell
4,312
-106
-2% -$107K 1.48% 29
2025
Q4 		$4.75M Buy
4,418
+153
+4% +$146K 1.85% 18
2025
Q3 		$3.25M Buy
4,265
+359
+9% +$267K 1.35% 30
2025
Q2 		$3.05M Buy
3,906
+410
+12% +$319K 1.43% 28
2025
Q1 		$2.89M Buy
3,496
+247
+8% +$206K 1.49% 24
2024
Q4 		$2.51M Buy
3,249
+160
+5% +$132K 1.27% 31
2024
Q3 		$2.74M Buy
3,089
+191
+7% +$172K 1.47% 20
2024
Q2 		$2.62M Sell
2,898
-35
-1% -$28K 1.6% 19
2024
Q1 		$2.28M Buy
2,933
+300
+11% +$214K 1.46% 22
2023
Q4 		$1.53M Sell
2,633
-93
-3% -$54.3K 1.13% 29
2023
Q3 		$1.46M Buy
+2,726
New +$1.4M 1.14% 23

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 $3.38T AUM 44.17% 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

Prosperitas Financial's LLY Position: Q2 2026 in Review

Prosperitas Financial increased its Eli Lilly (LLY) stake by 9.4% in Q2 2026, buying an estimated $415K and bringing the position to 4,718 shares worth $5.66M. The position accounts for 1.81% of the portfolio, ranked #18.

Prosperitas Financial first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,641 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Prosperitas Financial held 4,718 shares of Eli Lilly worth $5.66M as of Q2 2026.
  • Prosperitas Financial bought 406 Eli Lilly shares in Q2 2026, an estimated $415K.
  • Eli Lilly made up 1.81% of Prosperitas Financial's portfolio in Q2 2026, its #18 holding.
  • Prosperitas Financial first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.