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XML Financial’s Eli Lilly LLY Stock Holding History

XML 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 		$2.3M Buy
1,921
+330
+21% +$337K 0.17% 118
2026
Q1 		$1.46M Sell
1,591
-73
-4% -$74K 0.12% 156
2025
Q4 		$1.79M Buy
1,664
+289
+21% +$276K 0.15% 133
2025
Q3 		$1.05M Sell
1,375
-295
-18% -$220K 0.09% 179
2025
Q2 		$1.3M Hold
1,670
– – 0.11% 154
2025
Q1 		$1.38M Sell
1,670
-155
-8% -$129K 0.13% 143
2024
Q4 		$1.41M Buy
1,825
+50
+3% +$41.4K 0.13% 142
2024
Q3 		$1.57M Buy
1,775
+17
+1% +$15.3K 0.15% 136
2024
Q2 		$1.59M Hold
1,758
– – 0.16% 130
2024
Q1 		$1.37M Buy
1,758
+261
+17% +$186K 0.14% 138
2023
Q4 		$873K Sell
1,497
-69
-4% -$40.3K 0.09% 174
2023
Q3 		$841K Sell
1,566
-100
-6% -$51.5K 0.1% 169
2023
Q2 		$781K Sell
1,666
-17
-1% -$7.13K 0.09% 179
2023
Q1 		$578K Buy
1,683
+100
+6% +$33.7K 0.07% 199
2022
Q4 		$579K Buy
1,583
+30
+2% +$10.6K 0.07% 197
2022
Q3 		$502K Buy
1,553
+630
+68% +$200K 0.07% 197
2022
Q2 		$299K Sell
923
-559
-38% -$168K 0.07% 174
2022
Q1 		$424K Buy
1,482
+295
+25% +$75.9K 0.05% 226
2021
Q4 		$328K Buy
1,187
+1
+0.1% +$254 0.04% 249
2021
Q3 		$274K Buy
+1,186
New +$293K 0.04% 256

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

XML Financial's LLY Position: Q2 2026 in Review

XML Financial increased its Eli Lilly (LLY) stake by 21% in Q2 2026, buying an estimated $337K and bringing the position to 1,921 shares worth $2.3M. The position accounts for 0.17% of the portfolio, ranked #118.

XML Financial first reported a position in LLY in Q3 2021 and has held it in 20 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • XML Financial held 1,921 shares of Eli Lilly worth $2.3M as of Q2 2026.
  • XML Financial bought 330 Eli Lilly shares in Q2 2026, an estimated $337K.
  • Eli Lilly made up 0.17% of XML Financial's portfolio in Q2 2026, its #118 holding.
  • XML Financial first reported a position in Eli Lilly in Q3 2021 and has held it in 20 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.