Sunburst Financial Group
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Sunburst Financial Group’s Eli Lilly LLY Stock Holding History

Sunburst Financial Group’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 		$1.13M Buy
976
+2
+0.2% +$2.36K 0.18% 52
2026
Q2 		$1.17M Buy
974
+8
+0.8% +$8.17K 0.19% 52
2026
Q1 		$888K Buy
966
+19
+2% +$19.3K 0.16% 57
2025
Q4 		$1.02M Buy
947
+22
+2% +$21K 0.21% 47
2025
Q3 		$706K Sell
925
-1
-0.1% -$744 0.15% 58
2025
Q2 		$722K Buy
926
+51
+6% +$39.6K 0.16% 53
2025
Q1 		$723K Hold
875
– – 0.18% 55
2024
Q4 		$675K Buy
875
+10
+1% +$8.28K 0.17% 61
2024
Q3 		$766K Sell
865
-6
-0.7% -$5.39K 0.19% 56
2024
Q2 		$788K Hold
871
– – 0.21% 54
2024
Q1 		$662K Buy
871
+8
+0.9% +$5.69K 0.19% 60
2023
Q4 		$503K Buy
863
+29
+3% +$16.9K 0.16% 65
2023
Q3 		$448K Buy
834
+8
+1% +$4.12K 0.16% 61
2023
Q2 		$387K Buy
826
+5
+0.6% +$2.1K 0.14% 70
2023
Q1 		$282K Sell
821
-1
-0.1% -$337 0.1% 80
2022
Q4 		$301K Buy
822
+68
+9% +$24.1K 0.12% 77
2022
Q3 		$244K Hold
754
– – 0.12% 77
2022
Q2 		$244K Hold
754
– – 0.12% 76
2022
Q1 		$216K Sell
754
-1
-0.1% -$257 0.11% 69
2021
Q4 		$209K Buy
+755
New +$191K 0.11% 70

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sunburst Financial Group's LLY Position: Q3 2026 in Review

Sunburst Financial Group increased its Eli Lilly (LLY) stake by 0.21% in Q3 2026, buying an estimated $2.36K and bringing the position to 976 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #52.

Sunburst Financial Group first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Sunburst Financial Group held 976 shares of Eli Lilly worth $1.13M as of Q3 2026.
  • Sunburst Financial Group bought 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
  • Eli Lilly made up 0.18% of Sunburst Financial Group's portfolio in Q3 2026, its #52 holding.
  • Sunburst Financial Group first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Sunburst Financial Group's Eli Lilly position peaked at $1.17M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.