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Accredited Wealth Management’s Eli Lilly LLY Stock Holding History

Accredited 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 		$63.3K Sell
100
-58
-37% -$43.2K 0.05% 129
2025
Q2 		$123K Sell
158
-275
-64% -$214K 0.1% 88
2025
Q1 		$358K Hold
433
– – 0.3% 42
2024
Q4 		$334K Buy
+433
New +$359K 0.29% 50

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

Accredited Wealth Management's LLY Position: Q3 2025 in Review

Accredited Wealth Management reduced its Eli Lilly (LLY) stake by 37% in Q3 2025, selling an estimated $43.2K and leaving 100 shares worth $63.3K. The position accounts for 0.05% of the portfolio, ranked #129.

Accredited Wealth Management first reported a position in LLY in Q4 2024 and has held it in 4 quarters since. The position peaked at $358K in Q1 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Accredited Wealth Management held 100 shares of Eli Lilly worth $63.3K as of Q3 2025.
  • Accredited Wealth Management sold 58 Eli Lilly shares in Q3 2025, an estimated $43.2K.
  • Eli Lilly made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #129 holding.
  • Accredited Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Eli Lilly position peaked at $358K in Q1 2025.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.