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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Prosperitas Financial's LLY Position: Q1 2026 in Review

Prosperitas Financial reduced its Eli Lilly (LLY) stake by 2.4% in Q1 2026, selling an estimated $107K and leaving 4,312 shares worth $3.97M. The position accounts for 1.48% of the portfolio, ranked #29.

Prosperitas Financial first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.75M in Q4 2025. 4,366 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Prosperitas Financial held 4,312 shares of Eli Lilly worth $3.97M as of Q1 2026.
Prosperitas Financial sold 106 Eli Lilly shares in Q1 2026, an estimated $107K.
Eli Lilly made up 1.48% of Prosperitas Financial's portfolio in Q1 2026, its #29 holding.
Prosperitas Financial first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Prosperitas Financial's Eli Lilly position peaked at $4.75M in Q4 2025.
4,366 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.