Tobias Financial Advisors’s Eli Lilly LLY Stock Holding History

Tobias Financial Advisors’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	$456K	Sell	495 -93	-16%	-$94.3K	0.06%	90
2025 Q4	$632K	Sell	588 -95	-14%	-$90.8K	0.09%	85
2025 Q3	$521K	Buy	683 +109	+19%	+$81.1K	0.08%	86
2025 Q2	$448K	Sell	574 -3	-0.5%	-$2.33K	0.08%	86
2025 Q1	$477K	Buy	577 +270	+88%	+$225K	0.09%	74
2024 Q4	$237K	Buy	307 +12	+4%	+$9.94K	0.05%	100
2024 Q3	$261K	Buy	295 +8	+3%	+$7.19K	0.05%	89
2024 Q2	$260K	Buy	+287	New	+$230K	0.06%	85
2023 Q3	–	Sell	-766	Closed	-$359K	–	93
2023 Q2	$359K	Buy	+766	New	+$321K	0.1%	68
2020 Q1	–	Sell	-8	Closed	-$1K	–	176
2019 Q4	$1K	Buy	+8	New	+$927	﹤0.01%	271

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tobias Financial Advisors's LLY Position: Q1 2026 in Review

Tobias Financial Advisors reduced its Eli Lilly (LLY) stake by 16% in Q1 2026, selling an estimated $94.3K and leaving 495 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #90.

Tobias Financial Advisors first reported a position in LLY in Q4 2019 and has held it in 10 quarters since. The position peaked at $632K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Tobias Financial Advisors held 495 shares of Eli Lilly worth $456K as of Q1 2026.
Tobias Financial Advisors sold 93 Eli Lilly shares in Q1 2026, an estimated $94.3K.
Eli Lilly made up 0.06% of Tobias Financial Advisors's portfolio in Q1 2026, its #90 holding.
Tobias Financial Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 10 quarters since.
Tobias Financial Advisors's Eli Lilly position peaked at $632K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.