America First Investment Advisors’s Eli Lilly LLY Stock Holding History

America First Investment Advisors’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	-301	Closed	-$230K	–	43
2025 Q3	$230K	Hold	301	–	–	0.04%	42
2025 Q2	$235K	Hold	301	–	–	0.05%	42
2025 Q1	$249K	Hold	301	–	–	0.05%	38
2024 Q4	$232K	Hold	301	–	–	0.05%	41
2024 Q3	$267K	Hold	301	–	–	0.06%	39
2024 Q2	$273K	Hold	301	–	–	0.07%	39
2024 Q1	$234K	Hold	301	–	–	0.06%	38
2023 Q4	$175K	Hold	301	–	–	0.05%	40
2023 Q3	$162K	Hold	301	–	–	0.04%	41
2023 Q2	$141K	Hold	301	–	–	0.04%	42
2023 Q1	$103K	Buy	+301	New	+$102K	0.03%	44
2017 Q2	–	Sell	-150	Closed	-$13K	–	125
2017 Q1	$13K	Buy	+150	New	+$12K	﹤0.01%	118

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

America First Investment Advisors's LLY Position: Q4 2025 in Review

America First Investment Advisors sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 301 shares — an estimated $230K sold.

America First Investment Advisors first reported a position in LLY in Q1 2017 and held it in 12 quarters. The position peaked at $273K in Q2 2024. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

America First Investment Advisors reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
America First Investment Advisors sold 301 Eli Lilly shares in Q4 2025, an estimated $230K.
America First Investment Advisors first reported a position in Eli Lilly in Q1 2017 and held it in 12 quarters.
America First Investment Advisors's Eli Lilly position peaked at $273K in Q2 2024.
4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on America First Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.