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Atlas Private Wealth Advisors’s Eli Lilly LLY Stock Holding History

Atlas Private Wealth 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
Q3 		– Sell
-284
Closed -$222K – 173
2025
Q2 		$222K Buy
+284
New +$221K 0.03% 184
2021
Q2 		– Sell
-43
Closed -$8K – 874
2021
Q1 		$8K Buy
+43
New +$8.41K ﹤0.01% 525

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Atlas Private Wealth Advisors's LLY Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 284 shares — an estimated $222K sold.

Atlas Private Wealth Advisors first reported a position in LLY in Q1 2021 and held it in 2 quarters. The position peaked at $222K in Q2 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 284 Eli Lilly shares in Q3 2025, an estimated $222K.
  • Atlas Private Wealth Advisors first reported a position in Eli Lilly in Q1 2021 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Eli Lilly position peaked at $222K in Q2 2025.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.