APA
LLY icon

Astoria Portfolio Advisors’s Eli Lilly LLY Stock Holding History

Astoria Portfolio 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
2026
Q1 		$1.6M Buy
1,841
+62
+3% +$62.9K 0.34% 45
2025
Q4 		$1.88M Buy
1,779
+30
+2% +$28.7K 0.43% 38
2025
Q3 		$1.48M Sell
1,749
-367
-17% -$273K 0.39% 39
2025
Q2 		$1.7M Sell
2,116
-24
-1% -$18.6K 0.48% 35
2025
Q1 		$1.77M Buy
2,140
+1,092
+104% +$909K 0.6% 34
2024
Q4 		$781K Buy
1,048
+42
+4% +$34.8K 0.28% 67
2024
Q3 		$938K Sell
1,006
-45
-4% -$40.5K 0.32% 58
2024
Q2 		$952K Sell
1,051
-17
-2% -$13.6K 0.34% 53
2024
Q1 		$802K Buy
1,068
+111
+12% +$79K 0.31% 59
2023
Q4 		$675K Buy
957
+27
+3% +$15.8K 0.27% 66
2023
Q3 		$529K Buy
930
+129
+16% +$66.5K 0.26% 80
2023
Q2 		$348K Buy
801
+3
+0.4% +$1.26K 0.13% 130
2023
Q1 		$283K Sell
798
-1,037
-57% -$350K 0.12% 143
2022
Q4 		$635K Sell
1,835
-35
-2% -$12.4K 0.3% 62
2022
Q3 		$605K Buy
1,870
+203
+12% +$64.3K 0.41% 60
2022
Q2 		$541K Sell
1,667
-81
-5% -$24.3K 0.39% 61
2022
Q1 		$501K Sell
1,748
-689
-28% -$177K 0.39% 61
2021
Q4 		$673K Buy
+2,437
New +$618K 0.53% 45

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