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Swisher Financial Concepts’s Eli Lilly LLY Stock Holding History

Swisher Financial Concepts’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 		$932K Sell
777
-426
-35% -$435K 0.59% 24
2026
Q1 		$1.11M Buy
1,203
+4
+0.3% +$4.05K 0.62% 28
2025
Q4 		$1.29M Sell
1,199
-20
-2% -$19.1K 0.73% 22
2025
Q3 		$930K Sell
1,219
-26
-2% -$19.3K 0.56% 29
2025
Q2 		$971K Buy
1,245
+5
+0.4% +$3.88K 0.63% 28
2025
Q1 		$1.02M Buy
1,240
+53
+4% +$44.1K 0.85% 21
2024
Q4 		$916K Buy
1,187
+85
+8% +$70.4K 1.08% 20
2024
Q3 		$974K Buy
1,102
+42
+4% +$37.8K 0.61% 31
2024
Q2 		$961K Buy
1,060
+82
+8% +$65.6K 0.97% 19
2024
Q1 		$739K Hold
978
– – 0.64% 25
2023
Q4 		$622K Buy
+978
New +$571K 0.6% 30

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
Vanguard Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
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

Swisher Financial Concepts's LLY Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Eli Lilly (LLY) stake by 35% in Q2 2026, selling an estimated $435K and leaving 777 shares worth $932K. The position accounts for 0.59% of the portfolio, ranked #24.

Swisher Financial Concepts first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q4 2025. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Swisher Financial Concepts held 777 shares of Eli Lilly worth $932K as of Q2 2026.
  • Swisher Financial Concepts sold 426 Eli Lilly shares in Q2 2026, an estimated $435K.
  • Eli Lilly made up 0.59% of Swisher Financial Concepts's portfolio in Q2 2026, its #24 holding.
  • Swisher Financial Concepts first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's Eli Lilly position peaked at $1.29M in Q4 2025.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.