Rollins Financial Advisors’s Eli Lilly LLY Stock Holding History

Rollins Financial Advisors’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	$1.5M	Buy	1,630 +301	+23%	+$305K	0.24%	57
2025 Q4	$1.43M	Buy	1,329 +1	+0.1%	+$956	0.21%	53
2025 Q3	$1.01M	Sell	1,328 -505	-28%	-$376K	0.15%	62
2025 Q2	$1.43M	Sell	1,833 -46	-2%	-$35.7K	0.23%	55
2025 Q1	$1.55M	Buy	1,879 +147	+8%	+$122K	0.27%	51
2024 Q4	$1.34M	Buy	1,732 +19	+1%	+$15.7K	0.21%	51
2024 Q3	$1.52M	Buy	1,713 +20	+1%	+$18K	0.25%	48
2024 Q2	$1.53M	Sell	1,693 -117	-6%	-$93.6K	0.26%	44
2024 Q1	$1.41M	Buy	1,810 +1,028	+131%	+$732K	0.27%	43
2023 Q4	$456K	Buy	+782	New	+$456K	0.1%	71

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

Rollins Financial Advisors's LLY Position: Q1 2026 in Review

Rollins Financial Advisors increased its Eli Lilly (LLY) stake by 23% in Q1 2026, buying an estimated $305K and bringing the position to 1,630 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #57.

Rollins Financial Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.55M in Q1 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Rollins Financial Advisors held 1,630 shares of Eli Lilly worth $1.5M as of Q1 2026.
Rollins Financial Advisors bought 301 Eli Lilly shares in Q1 2026, an estimated $305K.
Eli Lilly made up 0.24% of Rollins Financial Advisors's portfolio in Q1 2026, its #57 holding.
Rollins Financial Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's Eli Lilly position peaked at $1.55M in Q1 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.