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Stonebridge Financial Group (Pennsylvania)’s Eli Lilly LLY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$878K Sell
732
-292
-29% -$298K 0.07% 136
2026
Q1 		$942K Buy
1,024
+49
+5% +$49.7K 0.08% 126
2025
Q4 		$1.05M Sell
975
-23
-2% -$22K 0.09% 117
2025
Q3 		$761K Buy
998
+20
+2% +$14.9K 0.07% 132
2025
Q2 		$762K Buy
978
+7
+0.7% +$5.44K 0.07% 126
2025
Q1 		$802K Sell
971
-97
-9% -$80.7K 0.09% 115
2024
Q4 		$824K Buy
+1,068
New +$884K 0.09% 118

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s LLY Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Eli Lilly (LLY) stake by 29% in Q2 2026, selling an estimated $298K and leaving 732 shares worth $878K. The position accounts for 0.07% of the portfolio, ranked #136.

Stonebridge Financial Group (Pennsylvania) first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 4,007 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 732 shares of Eli Lilly worth $878K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 292 Eli Lilly shares in Q2 2026, an estimated $298K.
  • Eli Lilly made up 0.07% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #136 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Eli Lilly position peaked at $1.05M in Q4 2025.
  • 4,007 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.