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Safe Harbor Fiduciary’s Eli Lilly LLY Stock Holding History

Safe Harbor Fiduciary’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 		$2.35M Buy
1,960
+99
+5% +$101K 1.83% 17
2026
Q1 		$1.71M Buy
1,861
+19
+1% +$19.3K 1.63% 22
2025
Q4 		$1.98M Buy
+1,842
New +$1.76M 1.75% 16
2025
Q2 		$1.43M Buy
1,830
+77
+4% +$59.8K 1.34% 20
2025
Q1 		$1.45M Sell
1,753
-5
-0.3% -$4.16K 1.5% 20
2024
Q4 		$1.36M Buy
1,758
+20
+1% +$16.6K 1.38% 20
2024
Q3 		$1.54M Buy
+1,738
New +$1.56M 1.44% 16

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

Safe Harbor Fiduciary's LLY Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its Eli Lilly (LLY) stake by 5.3% in Q2 2026, buying an estimated $101K and bringing the position to 1,960 shares worth $2.35M. The position accounts for 1.83% of the portfolio, ranked #17.

Safe Harbor Fiduciary first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Safe Harbor Fiduciary held 1,960 shares of Eli Lilly worth $2.35M as of Q2 2026.
  • Safe Harbor Fiduciary bought 99 Eli Lilly shares in Q2 2026, an estimated $101K.
  • Eli Lilly made up 1.83% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #17 holding.
  • Safe Harbor Fiduciary first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.