Sun Financial’s Eli Lilly LLY Stock Holding History

Sun Financial’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	$1.49M	Buy	1,208 +888	+278%	+$907K	0.7%	47
2026 Q1	$322K	Sell	320 -5	-2%	-$5.07K	0.16%	120
2025 Q4	$349K	Buy	+325	New	+$311K	0.19%	114

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 $3.38T AUM 44.17% 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

Sun Financial's LLY Position: Q2 2026 in Review

Sun Financial increased its Eli Lilly (LLY) stake by 278% in Q2 2026, buying an estimated $907K and bringing the position to 1,208 shares worth $1.49M. The position accounts for 0.7% of the portfolio, ranked #47.

Sun Financial first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,641 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Sun Financial held 1,208 shares of Eli Lilly worth $1.49M as of Q2 2026.
Sun Financial bought 888 Eli Lilly shares in Q2 2026, an estimated $907K.
Eli Lilly made up 0.7% of Sun Financial's portfolio in Q2 2026, its #47 holding.
Sun Financial first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
4,641 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.