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Souders Financial Advisors’s Eli Lilly LLY Stock Holding History

Souders 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
Q1 		$3.86M Buy
4,197
+352
+9% +$357K 0.44% 48
2025
Q4 		$4.13M Buy
3,845
+325
+9% +$311K 0.47% 47
2025
Q3 		$2.69M Buy
3,520
+561
+19% +$417K 0.32% 49
2025
Q2 		$2.31M Buy
2,959
+69
+2% +$53.6K 0.29% 49
2025
Q1 		$2.39M Sell
2,890
-78
-3% -$64.9K 0.33% 51
2024
Q4 		$2.29M Sell
2,968
-219
-7% -$181K 0.32% 68
2024
Q3 		$2.82M Sell
3,187
-22
-0.7% -$19.8K 0.39% 67
2024
Q2 		$2.91M Sell
3,209
-30
-0.9% -$24K 0.44% 64
2024
Q1 		$2.52M Buy
3,239
+82
+3% +$58.4K 0.4% 65
2023
Q4 		$1.84M Sell
3,157
-108
-3% -$63K 0.32% 69
2023
Q3 		$1.75M Sell
3,265
-85
-3% -$43.8K 0.34% 70
2023
Q2 		$1.57M Buy
3,350
+227
+7% +$95.2K 0.3% 72
2023
Q1 		$1.07M Buy
3,123
+323
+12% +$109K 0.23% 81
2022
Q4 		$1.02M Buy
2,800
+531
+23% +$188K 0.23% 80
2022
Q3 		$734K Buy
2,269
+1,345
+146% +$426K 0.2% 89
2022
Q2 		$300K Buy
924
+5
+0.5% +$1.5K 0.09% 120
2022
Q1 		$263K Sell
919
-13
-1% -$3.35K 0.08% 125
2021
Q4 		$258K Buy
932
+26
+3% +$6.59K 0.07% 124
2021
Q3 		$209K Hold
906
– – 0.07% 129
2021
Q2 		$208K Buy
+906
New +$182K 0.07% 129

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Souders Financial Advisors's LLY Position: Q1 2026 in Review

Souders Financial Advisors increased its Eli Lilly (LLY) stake by 9.2% in Q1 2026, buying an estimated $357K and bringing the position to 4,197 shares worth $3.86M. The position accounts for 0.44% of the portfolio, ranked #48.

Souders Financial Advisors first reported a position in LLY in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.13M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Souders Financial Advisors held 4,197 shares of Eli Lilly worth $3.86M as of Q1 2026.
  • Souders Financial Advisors bought 352 Eli Lilly shares in Q1 2026, an estimated $357K.
  • Eli Lilly made up 0.44% of Souders Financial Advisors's portfolio in Q1 2026, its #48 holding.
  • Souders Financial Advisors first reported a position in Eli Lilly in Q2 2021 and has held it in 20 quarters since.
  • Souders Financial Advisors's Eli Lilly position peaked at $4.13M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.