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 Q2	$506K	Buy	+422	New	+$431K	0.23%	39
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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFP Financial Group's LLY Position: Q2 2026 in Review

RFP Financial Group opened a new position in Eli Lilly (LLY) in Q2 2026: 422 shares worth $506K. The stake represents 0.23% of the portfolio and ranks #39 among its holdings. This is a return to the name: RFP Financial Group previously reported a position in LLY as recently as Q4 2025.

RFP Financial Group first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.28M in Q3 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

RFP Financial Group held 422 shares of Eli Lilly worth $506K as of Q2 2026.
Eli Lilly was a new RFP Financial Group position in Q2 2026.
Eli Lilly made up 0.23% of RFP Financial Group's portfolio in Q2 2026, its #39 holding.
RFP Financial Group first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
RFP Financial Group's Eli Lilly position peaked at $2.28M in Q3 2024.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.