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Balanced Wealth Group’s Eli Lilly LLY Stock Holding History

Balanced Wealth Group’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 		$286K Sell
311
-195
-39% -$198K 0.1% 64
2025
Q4 		$417K Buy
506
+1
+0.2% +$956 0.15% 51
2025
Q3 		$392K Hold
505
– – 0.17% 49
2025
Q2 		$374K Hold
505
– – 0.16% 50
2025
Q1 		$417K Buy
505
+1
+0.2% +$832 0.2% 47
2024
Q4 		$409K Sell
504
-32
-6% -$26.5K 0.18% 49
2024
Q3 		$475K Hold
536
– – 0.21% 46
2024
Q2 		$490K Sell
536
-176
-25% -$141K 0.22% 49
2024
Q1 		$550K Sell
712
-66
-8% -$47K 0.24% 43
2023
Q4 		$454K Buy
+778
New +$454K 0.24% 46

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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