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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
Q2 		$765K Buy
638
+159
+33% +$162K 0.35% 44
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 $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

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

Sharp Financial Services increased its Eli Lilly (LLY) stake by 33% in Q2 2026, buying an estimated $162K and bringing the position to 638 shares worth $765K. The position accounts for 0.35% of the portfolio, ranked #44.

Sharp Financial Services first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sharp Financial Services held 638 shares of Eli Lilly worth $765K as of Q2 2026.
  • Sharp Financial Services bought 159 Eli Lilly shares in Q2 2026, an estimated $162K.
  • Eli Lilly made up 0.35% of Sharp Financial Services's portfolio in Q2 2026, its #44 holding.
  • Sharp Financial Services first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.