SHJ
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Sharkey, Howes & Javer’s Eli Lilly LLY Stock Holding History

Sharkey, Howes & Javer’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 		$204K Buy
+170
New +$174K 0.02% 161

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

Sharkey, Howes & Javer's LLY Position: Q2 2026 in Review

Sharkey, Howes & Javer opened a new position in Eli Lilly (LLY) in Q2 2026: 170 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings.

4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sharkey, Howes & Javer held 170 shares of Eli Lilly worth $204K as of Q2 2026.
  • Eli Lilly was a new Sharkey, Howes & Javer position in Q2 2026.
  • Eli Lilly made up 0.02% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #161 holding.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.