Atria Wealth Solutions’s Eli Lilly LLY Stock Holding History

Atria Wealth Solutions’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 Q2	$10.1M	Sell	12,987 -25,286	-66%	-$19.6M	0.23%	99
2025 Q1	$31.6M	Sell	38,273 -24	-0.1%	-$20K	0.38%	46
2024 Q4	$29.6M	Sell	38,297 -4,211	-10%	-$3.49M	0.32%	60
2024 Q3	$37.7M	Sell	42,508 -857	-2%	-$770K	0.41%	43
2024 Q2	$39.3M	Buy	43,365 +63	+0.1%	+$50.4K	0.44%	35
2024 Q1	$33.7M	Sell	43,302 -991	-2%	-$705K	0.38%	43
2023 Q4	$25.8M	Buy	44,293 +2,171	+5%	+$1.27M	0.32%	59
2023 Q3	$22.6M	Buy	42,122 +3,452	+9%	+$1.78M	0.32%	64
2023 Q2	$18.1M	Buy	38,670 +4,204	+12%	+$1.76M	0.25%	89
2023 Q1	$11.8M	Buy	34,466 +1,687	+5%	+$569K	0.18%	128
2022 Q4	$12M	Buy	32,779 +566	+2%	+$201K	0.19%	121
2022 Q3	$10.4M	Buy	32,213 +8,182	+34%	+$2.59M	0.18%	120
2022 Q2	$7.79M	Sell	24,031 -5,160	-18%	-$1.55M	0.16%	149
2022 Q1	$8.36M	Buy	+29,191	New	+$7.51M	0.14%	154

Other funds holding LLY

Lilly Endowment

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 $5.7T 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 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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return