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RFP Financial Group’s Eli Lilly LLY Stock Holding History

RFP 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 		– Sell
-190
Closed -$204K – 77
2025
Q4 		$204K Sell
190
-842
-82% -$805K 0.1% 75
2025
Q3 		$795K Buy
1,032
+101
+11% +$75.2K 0.32% 46
2025
Q2 		$726K Hold
931
– – 0.3% 47
2025
Q1 		$769K Sell
931
-265
-22% -$221K 0.31% 54
2024
Q4 		$923K Sell
1,196
-1,384
-54% -$1.15M 0.36% 45
2024
Q3 		$2.28M Buy
2,580
+1,218
+89% +$1.1M 0.74% 25
2024
Q2 		$1.23M Buy
1,362
+13
+1% +$10.4K 0.46% 38
2024
Q1 		$1.05M Buy
1,349
+32
+2% +$22.8K 0.41% 41
2023
Q4 		$767K Buy
1,317
+42
+3% +$24.5K 0.31% 46
2023
Q3 		$684K Sell
1,275
-46
-3% -$23.7K 0.3% 47
2023
Q2 		$620K Buy
1,321
+258
+24% +$108K 0.25% 53
2023
Q1 		$365K Sell
1,063
-269
-20% -$90.7K 0.42% 27
2022
Q4 		$487K Buy
+1,332
New +$472K 0.22% 56

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

RFP Financial Group sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 190 shares — an estimated $204K sold.

RFP Financial Group first reported a position in LLY in Q4 2022 and held it in 13 quarters. The position peaked at $2.28M in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • RFP Financial Group reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • RFP Financial Group sold 190 Eli Lilly shares in Q1 2026, an estimated $204K.
  • RFP Financial Group first reported a position in Eli Lilly in Q4 2022 and held it in 13 quarters.
  • RFP Financial Group's Eli Lilly position peaked at $2.28M in Q3 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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