SS&H Financial Advisors’s Eli Lilly LLY Stock Holding History

SS&H 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
2025 Q4	$2.19M	Hold	2,034	–	–	0.64%	41
2025 Q3	$1.55M	Buy	2,034 +800	+65%	+$595K	0.47%	54
2025 Q2	$962K	Buy	1,234 +100	+9%	+$77.7K	0.32%	63
2025 Q1	$937K	Hold	1,134	–	–	0.35%	65
2024 Q4	$876K	Buy	1,134 +175	+18%	+$145K	0.32%	70
2024 Q3	$850K	Buy	959 +122	+15%	+$110K	0.31%	73
2024 Q2	$757K	Hold	837	–	–	0.3%	74
2024 Q1	$651K	Hold	837	–	–	0.27%	77
2023 Q4	$488K	Hold	837	–	–	0.21%	89
2023 Q3	$450K	Buy	+837	New	+$431K	0.21%	90
2023 Q1	$284K	Hold	826	–	–	0.13%	112
2022 Q4	$302K	Hold	826	–	–	0.14%	104
2022 Q3	$267K	Hold	826	–	–	0.14%	109
2022 Q2	$268K	Sell	826 -250	-23%	-$75K	0.12%	114
2022 Q1	$308K	Buy	+1,076	New	+$277K	0.12%	118

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SS&H Financial Advisors's LLY Position: Q4 2025 in Review

SS&H Financial Advisors held its Eli Lilly (LLY) position steady in Q4 2025 at 2,034 shares worth $2.19M. The position accounts for 0.64% of the portfolio, ranked #41.

SS&H Financial Advisors first reported a position in LLY in Q1 2022 and has held it in 15 quarters since. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

SS&H Financial Advisors held 2,034 shares of Eli Lilly worth $2.19M as of Q4 2025.
SS&H Financial Advisors left its Eli Lilly share count unchanged in Q4 2025.
Eli Lilly made up 0.64% of SS&H Financial Advisors's portfolio in Q4 2025, its #41 holding.
SS&H Financial Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 15 quarters since.
4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.