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Symphony Financial’s Eli Lilly LLY Stock Holding History

Symphony 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 		$8.07M Buy
6,597
+254
+4% +$260K 0.88% 30
2026
Q1 		$5.79M Buy
6,343
+340
+6% +$345K 0.77% 37
2025
Q4 		$6.48M Sell
6,003
-199
-3% -$190K 0.87% 31
2025
Q3 		$4.79M Sell
6,202
-10,824
-64% -$8.05M 0.58% 45
2025
Q2 		$4.38M Buy
17,026
+14,602
+602% +$11.3M 0.57% 47
2025
Q1 		$2M Sell
2,424
-2,365
-49% -$1.97M 1.18% 21
2024
Q4 		$3.58M Sell
4,789
-480
-9% -$397K 0.56% 48
2024
Q3 		$4.64M Buy
5,269
+432
+9% +$388K 0.77% 35
2024
Q2 		$4.38M Buy
4,837
+1,753
+57% +$1.4M 0.8% 36
2024
Q1 		$2.4M Sell
3,084
-1,275
-29% -$907K 0.56% 45
2023
Q4 		$2.76M Buy
4,359
+1,323
+44% +$772K 0.59% 43
2023
Q3 		$1.63M Sell
3,036
-1,146
-27% -$591K 0.4% 49
2023
Q2 		$1.94M Sell
4,182
-419
-9% -$176K 0.48% 50
2023
Q1 		$1.57M Buy
4,601
+3,230
+236% +$1.09M 0.41% 54
2022
Q4 		$498K Sell
1,371
-256
-16% -$90.8K 0.13% 139
2022
Q3 		$537K Sell
1,627
-47
-3% -$14.9K 0.18% 126
2022
Q2 		$541K Sell
1,674
-56
-3% -$16.8K 0.16% 123
2022
Q1 		$533K Buy
1,730
+403
+30% +$104K 0.13% 122
2021
Q4 		$361K Buy
1,327
+145
+12% +$36.8K 0.1% 130
2021
Q3 		$272K Sell
1,182
-119
-9% -$29.4K 0.09% 148
2021
Q2 		$299K Sell
1,301
-593
-31% -$119K 0.1% 138
2021
Q1 		$346K Buy
+1,894
New +$370K 0.09% 139

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

Symphony Financial's LLY Position: Q2 2026 in Review

Symphony Financial increased its Eli Lilly (LLY) stake by 4% in Q2 2026, buying an estimated $260K and bringing the position to 6,597 shares worth $8.07M. The position accounts for 0.88% of the portfolio, ranked #30.

Symphony Financial first reported a position in LLY in Q1 2021 and has held it in 22 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Symphony Financial held 6,597 shares of Eli Lilly worth $8.07M as of Q2 2026.
  • Symphony Financial bought 254 Eli Lilly shares in Q2 2026, an estimated $260K.
  • Eli Lilly made up 0.88% of Symphony Financial's portfolio in Q2 2026, its #30 holding.
  • Symphony Financial first reported a position in Eli Lilly in Q1 2021 and has held it in 22 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.