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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
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
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 $4.04T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sun Financial's LLY Position: Q1 2026 in Review

Sun Financial reduced its Eli Lilly (LLY) stake by 1.5% in Q1 2026, selling an estimated $5.07K and leaving 320 shares worth $322K. The position accounts for 0.16% of the portfolio, ranked #120.

Sun Financial first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $349K in Q4 2025. 4,364 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sun Financial held 320 shares of Eli Lilly worth $322K as of Q1 2026.
  • Sun Financial sold 5 Eli Lilly shares in Q1 2026, an estimated $5.07K.
  • Eli Lilly made up 0.16% of Sun Financial's portfolio in Q1 2026, its #120 holding.
  • Sun Financial first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Eli Lilly position peaked at $349K in Q4 2025.
  • 4,364 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.