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Sharp Financial Services’s Eli Lilly LLY Stock Holding History

Sharp 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
Q1 		$441K Buy
479
+28
+6% +$28.4K 0.22% 62
2025
Q4 		$485K Hold
451
– – 0.24% 59
2025
Q3 		$344K Buy
451
+20
+5% +$14.9K 0.19% 73
2025
Q2 		$336K Buy
431
+50
+13% +$38.9K 0.22% 55
2025
Q1 		$315K Buy
381
+55
+17% +$45.8K 0.24% 58
2024
Q4 		$252K Hold
326
– – 0.19% 81
2024
Q3 		$289K Buy
326
+16
+5% +$14.4K 0.22% 72
2024
Q2 		$281K Hold
310
– – 0.24% 78
2024
Q1 		$241K Sell
310
-120
-28% -$85.4K 0.22% 80
2023
Q4 		$251K Buy
+430
New +$251K 0.27% 68

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

Sharp Financial Services's LLY Position: Q1 2026 in Review

Sharp Financial Services increased its Eli Lilly (LLY) stake by 6.2% in Q1 2026, buying an estimated $28.4K and bringing the position to 479 shares worth $441K. The position accounts for 0.22% of the portfolio, ranked #62.

Sharp Financial Services first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $485K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sharp Financial Services held 479 shares of Eli Lilly worth $441K as of Q1 2026.
  • Sharp Financial Services bought 28 Eli Lilly shares in Q1 2026, an estimated $28.4K.
  • Eli Lilly made up 0.22% of Sharp Financial Services's portfolio in Q1 2026, its #62 holding.
  • Sharp Financial Services first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Sharp Financial Services's Eli Lilly position peaked at $485K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.