Stiles Financial Services
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Stiles Financial Services’s Eli Lilly LLY Stock Holding History

Stiles 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
Q3 		$2.16M Buy
1,865
+54
+3% +$63.7K 0.55% 55
2026
Q2 		$2.17M Sell
1,811
-53
-3% -$54.2K 0.55% 55
2026
Q1 		$1.71M Sell
1,864
-91
-5% -$92.3K 0.52% 57
2025
Q4 		$2.1M Sell
1,955
-304
-13% -$291K 0.65% 52
2025
Q3 		$1.72M Sell
2,259
-187
-8% -$139K 0.54% 56
2025
Q2 		$1.91M Buy
2,446
+145
+6% +$113K 0.66% 51
2025
Q1 		$1.9M Sell
2,301
-435
-16% -$362K 0.73% 51
2024
Q4 		$2.11M Sell
2,736
-210
-7% -$174K 0.77% 43
2024
Q3 		$2.61M Sell
2,946
-126
-4% -$113K 0.92% 34
2024
Q2 		$2.78M Sell
3,072
-114
-4% -$91.2K 1.07% 23
2024
Q1 		$2.48M Sell
3,186
-78
-2% -$55.5K 0.99% 32
2023
Q4 		$1.9M Buy
3,264
+135
+4% +$78.8K 0.86% 40
2023
Q3 		$1.68M Sell
3,129
-97
-3% -$50K 0.87% 35
2023
Q2 		$1.51M Sell
3,226
-105
-3% -$44K 0.75% 43
2023
Q1 		$1.14M Sell
3,331
-28
-0.8% -$9.44K 0.61% 52
2022
Q4 		$1.23M Sell
3,359
-1,554
-32% -$551K 0.7% 44
2022
Q3 		$1.59M Buy
4,913
+108
+2% +$34.2K 0.97% 31
2022
Q2 		$1.56M Sell
4,805
-83
-2% -$24.9K 0.94% 28
2022
Q1 		$1.4M Buy
4,888
+153
+3% +$39.4K 0.7% 40
2021
Q4 		$1.31M Buy
+4,735
New +$1.2M 0.63% 47

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Stiles Financial Services's LLY Position: Q3 2026 in Review

Stiles Financial Services increased its Eli Lilly (LLY) stake by 3% in Q3 2026, buying an estimated $63.7K and bringing the position to 1,865 shares worth $2.16M. The position accounts for 0.55% of the portfolio, ranked #55.

Stiles Financial Services first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.78M in Q2 2024. 3,992 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Stiles Financial Services held 1,865 shares of Eli Lilly worth $2.16M as of Q3 2026.
  • Stiles Financial Services bought 54 Eli Lilly shares in Q3 2026, an estimated $63.7K.
  • Eli Lilly made up 0.55% of Stiles Financial Services's portfolio in Q3 2026, its #55 holding.
  • Stiles Financial Services first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Eli Lilly position peaked at $2.78M in Q2 2024.
  • 3,992 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.