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Applied Finance Capital Management’s Eli Lilly LLY Stock Holding History

Applied Finance Capital 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
2026
Q1 		$868K Sell
944
-181
-16% -$183K 0.07% 116
2025
Q4 		$1.21M Sell
1,125
-28
-2% -$26.8K 0.09% 85
2025
Q3 		$880K Buy
1,153
+100
+9% +$74.4K 0.06% 124
2025
Q2 		$821K Sell
1,053
-1
-0.1% -$777 0.06% 147
2025
Q1 		$871K Buy
1,054
+199
+23% +$166K 0.06% 130
2024
Q4 		$660K Buy
855
+12
+1% +$9.94K 0.03% 157
2024
Q3 		$747K Buy
843
+183
+28% +$165K 0.03% 160
2024
Q2 		$598K Buy
660
+143
+28% +$114K 0.03% 167
2024
Q1 		$402K Hold
517
– – 0.03% 54
2023
Q4 		$301K Sell
517
-189
-27% -$110K 0.03% 68
2023
Q3 		$379K Sell
706
-86
-11% -$44.3K 0.04% 51
2023
Q2 		$371K Buy
792
+35
+5% +$14.7K 0.04% 51
2023
Q1 		$260K Buy
757
+82
+12% +$27.7K 0.03% 57
2022
Q4 		$247K Buy
+675
New +$239K 0.03% 52

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return