Apexium Financial’s Eli Lilly LLY Stock Holding History

Apexium 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
2025 Q3	$1.45M	Buy	1,905 +35	+2%	+$26K	0.07%	104
2025 Q2	$1.46M	Sell	1,870 -6	-0.3%	-$4.66K	0.08%	101
2025 Q1	$1.55M	Buy	1,876 +956	+104%	+$795K	0.09%	96
2024 Q4	$711K	Buy	920 +272	+42%	+$225K	0.04%	131
2024 Q3	$574K	Buy	648 +46	+8%	+$41.4K	0.04%	131
2024 Q2	$545K	Buy	602 +20	+3%	+$16K	0.04%	131
2024 Q1	$453K	Sell	582 -10,856	-95%	-$7.73M	0.03%	149
2023 Q4	$6.67M	Buy	11,438 +10,842	+1,819%	+$6.33M	0.48%	30
2023 Q3	$320K	Buy	596 +3	+0.5%	+$1.55K	0.03%	166
2023 Q2	$278K	Sell	593 -60	-9%	-$25.2K	0.02%	181
2023 Q1	$224K	Buy	653 +8	+1%	+$2.7K	0.02%	190
2022 Q4	$236K	Sell	645 -212	-25%	-$75.2K	0.02%	187
2022 Q3	$277K	Buy	+857	New	+$272K	0.03%	159

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Apexium Financial's LLY Position: Q3 2025 in Review

Apexium Financial increased its Eli Lilly (LLY) stake by 1.9% in Q3 2025, buying an estimated $26K and bringing the position to 1,905 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #104.

Apexium Financial first reported a position in LLY in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.67M in Q4 2023. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

Apexium Financial held 1,905 shares of Eli Lilly worth $1.45M as of Q3 2025.
Apexium Financial bought 35 Eli Lilly shares in Q3 2025, an estimated $26K.
Eli Lilly made up 0.07% of Apexium Financial's portfolio in Q3 2025, its #104 holding.
Apexium Financial first reported a position in Eli Lilly in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's Eli Lilly position peaked at $6.67M in Q4 2023.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.