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Advanced Portfolio Management’s Eli Lilly LLY Stock Holding History

Advanced Portfolio 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
Q4 		– Sell
-439
Closed -$319K – 95
2025
Q3 		$319K Hold
439
– – 0.83% 35
2025
Q2 		$342K Hold
439
– – 0.96% 33
2025
Q1 		$363K Sell
439
-2,055
-82% -$1.71M 0.73% 31
2024
Q4 		$2.02M Buy
+2,494
New +$2.07M 2.31% 18
2024
Q1 		– Sell
-2,978
Closed -$1.74M – 54
2023
Q4 		$1.74M Buy
+2,978
New +$1.74M 1.83% 15

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 $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advanced Portfolio Management's LLY Position: Q4 2025 in Review

Advanced Portfolio Management sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 439 shares — an estimated $319K sold.

Advanced Portfolio Management first reported a position in LLY in Q4 2023 and held it in 5 quarters. The position peaked at $2.02M in Q4 2024. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Advanced Portfolio Management reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • Advanced Portfolio Management sold 439 Eli Lilly shares in Q4 2025, an estimated $319K.
  • Advanced Portfolio Management first reported a position in Eli Lilly in Q4 2023 and held it in 5 quarters.
  • Advanced Portfolio Management's Eli Lilly position peaked at $2.02M in Q4 2024.
  • 4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.