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
2026 Q2	$2.44M	Buy	+2,034	New	+$2.08M	0.62%	39
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 $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

SS&H Financial Advisors's LLY Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 2,034 shares worth $2.44M. The stake represents 0.62% of the portfolio and ranks #39 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in LLY as recently as Q4 2025.

SS&H Financial Advisors first reported a position in LLY in Q1 2022 and has held it in 16 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

SS&H Financial Advisors held 2,034 shares of Eli Lilly worth $2.44M as of Q2 2026.
Eli Lilly was a new SS&H Financial Advisors position in Q2 2026.
Eli Lilly made up 0.62% of SS&H Financial Advisors's portfolio in Q2 2026, its #39 holding.
SS&H Financial Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 16 quarters since.
4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.