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Abich Financial Wealth Management’s Eli Lilly LLY Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$134K Buy
+175
New +$130K 0.05% 174
2024
Q3 		– Sell
-183
Closed -$166K – 663
2024
Q2 		$166K Sell
183
-1
-0.5% -$800 0.11% 57
2024
Q1 		$143K Buy
184
+34
+23% +$24.2K 0.11% 51
2023
Q4 		$87.4K Buy
+150
New +$87.6K 0.08% 53

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Abich Financial Wealth Management's LLY Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Eli Lilly (LLY) in Q3 2025: 175 shares worth $134K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in LLY as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in LLY in Q4 2023 and has held it in 4 quarters since. The position peaked at $166K in Q2 2024. 3,898 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Abich Financial Wealth Management held 175 shares of Eli Lilly worth $134K as of Q3 2025.
  • Eli Lilly was a new Abich Financial Wealth Management position in Q3 2025.
  • Eli Lilly made up 0.05% of Abich Financial Wealth Management's portfolio in Q3 2025, its #174 holding.
  • Abich Financial Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Eli Lilly position peaked at $166K in Q2 2024.
  • 3,898 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.