ZF
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Zhang Financial’s Eli Lilly LLY Stock Holding History

Zhang 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
Q1 		$3.04M Buy
3,304
+644
+24% +$653K 0.11% 94
2025
Q4 		$2.86M Buy
2,660
+53
+2% +$50.7K 0.11% 96
2025
Q3 		$1.99M Buy
2,607
+27
+1% +$20.1K 0.08% 123
2025
Q2 		$2.01M Buy
2,580
+17
+0.7% +$13.2K 0.09% 111
2025
Q1 		$2.12M Buy
2,563
+12
+0.5% +$9.98K 0.11% 101
2024
Q4 		$1.97M Buy
2,551
+744
+41% +$616K 0.11% 96
2024
Q3 		$1.6M Buy
1,807
+10
+0.6% +$8.99K 0.1% 104
2024
Q2 		$1.63M Sell
1,797
-113
-6% -$90.4K 0.11% 98
2024
Q1 		$1.49M Buy
1,910
+238
+14% +$169K 0.11% 105
2023
Q4 		$975K Buy
1,672
+34
+2% +$19.8K 0.08% 131
2023
Q3 		$896K Buy
1,638
+330
+25% +$170K 0.09% 120
2023
Q2 		$613K Sell
1,308
-18
-1% -$7.55K 0.06% 145
2023
Q1 		$455K Buy
1,326
+359
+37% +$121K 0.05% 162
2022
Q4 		$354K Sell
967
-21
-2% -$7.45K 0.05% 178
2022
Q3 		$319K Sell
988
-305
-24% -$96.6K 0.05% 171
2022
Q2 		$419K Buy
1,293
+42
+3% +$12.6K 0.07% 144
2022
Q1 		$358K Buy
1,251
+352
+39% +$90.6K 0.06% 168
2021
Q4 		$248K Buy
899
+21
+2% +$5.32K 0.04% 178
2021
Q3 		$203K Hold
878
– – 0.05% 156
2021
Q2 		$202K Buy
+878
New +$176K 0.05% 138
2020
Q4 		– Sell
-1,836
Closed -$272K – 111
2020
Q3 		$272K Sell
1,836
-14
-0.8% -$2.17K 0.1% 82
2020
Q2 		$304K Buy
1,850
+50
+3% +$7.67K 0.12% 72
2020
Q1 		$250K Buy
+1,800
New +$247K 0.11% 78

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zhang Financial's LLY Position: Q1 2026 in Review

Zhang Financial increased its Eli Lilly (LLY) stake by 24% in Q1 2026, buying an estimated $653K and bringing the position to 3,304 shares worth $3.04M. The position accounts for 0.11% of the portfolio, ranked #94.

Zhang Financial first reported a position in LLY in Q1 2020 and has held it in 23 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Zhang Financial held 3,304 shares of Eli Lilly worth $3.04M as of Q1 2026.
  • Zhang Financial bought 644 Eli Lilly shares in Q1 2026, an estimated $653K.
  • Eli Lilly made up 0.11% of Zhang Financial's portfolio in Q1 2026, its #94 holding.
  • Zhang Financial first reported a position in Eli Lilly in Q1 2020 and has held it in 23 quarters since.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.