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S Harris Financial Group’s Eli Lilly LLY Stock Holding History

S Harris 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 		$519K Sell
433
-117
-21% -$120K 0.4% 44
2026
Q1 		$506K Buy
550
+21
+4% +$21.3K 0.46% 41
2025
Q4 		$568K Buy
+529
New +$506K 0.54% 35

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 $3.37T AUM 44.26% 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

S Harris Financial Group's LLY Position: Q2 2026 in Review

S Harris Financial Group reduced its Eli Lilly (LLY) stake by 21% in Q2 2026, selling an estimated $120K and leaving 433 shares worth $519K. The position accounts for 0.4% of the portfolio, ranked #44.

S Harris Financial Group first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q4 2025. 4,594 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • S Harris Financial Group held 433 shares of Eli Lilly worth $519K as of Q2 2026.
  • S Harris Financial Group sold 117 Eli Lilly shares in Q2 2026, an estimated $120K.
  • Eli Lilly made up 0.4% of S Harris Financial Group's portfolio in Q2 2026, its #44 holding.
  • S Harris Financial Group first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Eli Lilly position peaked at $568K in Q4 2025.
  • 4,594 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.