Widmann Financial Services’s Eli Lilly LLY Stock Holding History

Widmann Financial Services’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	$1.25M	Hold	1,038	–	–	0.67%	41
2026 Q1	$955K	Hold	1,038	–	–	0.57%	51
2025 Q4	$1.12M	Buy	1,038 +75	+8%	+$71.7K	0.68%	38
2025 Q3	$735K	Buy	963 +2	+0.2%	+$1.49K	0.46%	61
2025 Q2	$749K	Buy	961 +5	+0.5%	+$3.88K	0.52%	53
2025 Q1	$790K	Hold	956	–	–	0.61%	48
2024 Q4	$738K	Hold	956	–	–	0.57%	49
2024 Q3	$847K	Sell	956 -8	-0.8%	-$7.19K	0.64%	47
2024 Q2	$873K	Sell	964 -200	-17%	-$160K	0.71%	45
2024 Q1	$906K	Hold	1,164	–	–	0.76%	45
2023 Q4	$679K	Hold	1,164	–	–	0.61%	50
2023 Q3	$625K	Hold	1,164	–	–	0.62%	49
2023 Q2	$546K	Sell	1,164 -50	-4%	-$21K	0.52%	50
2023 Q1	$417K	Hold	1,214	–	–	0.42%	54
2022 Q4	$444K	Sell	1,214 -60	-5%	-$21.3K	0.47%	51
2022 Q3	$412K	Hold	1,274	–	–	0.46%	55
2022 Q2	$413K	Hold	1,274	–	–	0.43%	57
2022 Q1	$364K	Hold	1,274	–	–	0.32%	62
2021 Q4	$351K	Buy	+1,274	New	+$323K	0.29%	62

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Widmann Financial Services's LLY Position: Q2 2026 in Review

Widmann Financial Services held its Eli Lilly (LLY) position steady in Q2 2026 at 1,038 shares worth $1.25M. The position accounts for 0.67% of the portfolio, ranked #41.

Widmann Financial Services first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Widmann Financial Services held 1,038 shares of Eli Lilly worth $1.25M as of Q2 2026.
Widmann Financial Services left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.67% of Widmann Financial Services's portfolio in Q2 2026, its #41 holding.
Widmann Financial Services first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.