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SC&H Financial Advisors’s Eli Lilly LLY Stock Holding History

SC&H 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
Q2 		$355K Hold
296
– – 0.05% 116
2026
Q1 		$272K Buy
296
+33
+13% +$33.5K 0.04% 129
2025
Q4 		$283K Hold
263
– – 0.04% 131
2025
Q3 		$201K Buy
263
+2
+0.8% +$1.49K 0.03% 147
2025
Q2 		$204K Buy
+261
New +$203K 0.03% 153

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

SC&H Financial Advisors's LLY Position: Q2 2026 in Review

SC&H Financial Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 296 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #116.

SC&H Financial Advisors first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SC&H Financial Advisors held 296 shares of Eli Lilly worth $355K as of Q2 2026.
  • SC&H Financial Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • SC&H Financial Advisors first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.