Sound Financial Strategies Group’s Eli Lilly LLY Stock Holding History

Sound Financial Strategies Group’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	$203K	Buy	+169	New	+$173K	0.13%	121

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Financial Strategies Group's LLY Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in Eli Lilly (LLY) in Q2 2026: 169 shares worth $203K. The stake represents 0.13% of the portfolio and ranks #121 among its holdings.

4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Sound Financial Strategies Group held 169 shares of Eli Lilly worth $203K as of Q2 2026.
Eli Lilly was a new Sound Financial Strategies Group position in Q2 2026.
Eli Lilly made up 0.13% of Sound Financial Strategies Group's portfolio in Q2 2026, its #121 holding.
4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.