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Wood Tarver Financial Group’s Eli Lilly LLY Stock Holding History

Wood Tarver 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
Q2 		$461K Hold
385
– – 0.11% 104
2026
Q1 		$354K Buy
385
+14
+4% +$14.2K 0.1% 115
2025
Q4 		$398K Sell
371
-252
-40% -$241K 0.11% 108
2025
Q3 		$475K Hold
623
– – 0.14% 93
2025
Q2 		$485K Hold
623
– – 0.15% 85
2025
Q1 		$515K Hold
623
– – 0.17% 79
2024
Q4 		$480K Buy
+623
New +$516K 0.16% 82

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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's LLY Position: Q2 2026 in Review

Wood Tarver Financial Group held its Eli Lilly (LLY) position steady in Q2 2026 at 385 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #104.

Wood Tarver Financial Group first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q1 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wood Tarver Financial Group held 385 shares of Eli Lilly worth $461K as of Q2 2026.
  • Wood Tarver Financial Group left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.11% of Wood Tarver Financial Group's portfolio in Q2 2026, its #104 holding.
  • Wood Tarver Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Wood Tarver Financial Group's Eli Lilly position peaked at $515K in Q1 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.