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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
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 $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

Safe Harbor Fiduciary's LLY Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Eli Lilly (LLY) stake by 1% in Q1 2026, buying an estimated $19.3K and bringing the position to 1,861 shares worth $1.71M. The position accounts for 1.63% of the portfolio, ranked #22.

Safe Harbor Fiduciary first reported a position in LLY in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.98M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Safe Harbor Fiduciary held 1,861 shares of Eli Lilly worth $1.71M as of Q1 2026.
  • Safe Harbor Fiduciary bought 19 Eli Lilly shares in Q1 2026, an estimated $19.3K.
  • Eli Lilly made up 1.63% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #22 holding.
  • Safe Harbor Fiduciary first reported a position in Eli Lilly in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Eli Lilly position peaked at $1.98M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.