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Security Financial Services’s Eli Lilly LLY Stock Holding History

Security Financial Services’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 		$1.56M Buy
1,304
+23
+2% +$23.5K 0.22% 78
2026
Q1 		$1.18M Buy
1,281
+25
+2% +$25.3K 0.19% 81
2025
Q4 		$1.35M Buy
1,256
+26
+2% +$24.9K 0.21% 76
2025
Q3 		$938K Buy
1,230
+20
+2% +$14.9K 0.15% 79
2025
Q2 		$943K Buy
1,210
+15
+1% +$11.7K 0.17% 77
2025
Q1 		$987K Buy
1,195
+45
+4% +$37.4K 0.2% 72
2024
Q4 		$888K Buy
1,150
+18
+2% +$14.9K 0.18% 74
2024
Q3 		$1M Buy
1,132
+24
+2% +$21.6K 0.2% 66
2024
Q2 		$1M Buy
1,108
+17
+2% +$13.6K 0.22% 68
2024
Q1 		$849K Buy
1,091
+9
+0.8% +$6.41K 0.19% 71
2023
Q4 		$631K Sell
1,082
-29
-3% -$16.9K 0.15% 83
2023
Q3 		$597K Sell
1,111
-9
-0.8% -$4.64K 0.17% 91
2023
Q2 		$525K Sell
1,120
-1,172
-51% -$492K 0.15% 92
2023
Q1 		$787K Buy
2,292
+29
+1% +$9.78K 0.24% 75
2022
Q4 		$828K Buy
2,263
+67
+3% +$23.8K 0.26% 74
2022
Q3 		$710K Hold
2,196
– – 0.24% 75
2022
Q2 		$712K Sell
2,196
-33
-1% -$9.91K 0.23% 74
2022
Q1 		$638K Hold
2,229
– – 0.2% 72
2021
Q4 		$616K Buy
+2,229
New +$565K 0.21% 76

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

Security Financial Services's LLY Position: Q2 2026 in Review

Security Financial Services increased its Eli Lilly (LLY) stake by 1.8% in Q2 2026, buying an estimated $23.5K and bringing the position to 1,304 shares worth $1.56M. The position accounts for 0.22% of the portfolio, ranked #78.

Security Financial Services first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Security Financial Services held 1,304 shares of Eli Lilly worth $1.56M as of Q2 2026.
  • Security Financial Services bought 23 Eli Lilly shares in Q2 2026, an estimated $23.5K.
  • Eli Lilly made up 0.22% of Security Financial Services's portfolio in Q2 2026, its #78 holding.
  • Security Financial Services first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.