Bear Mountain Capital’s Eli Lilly LLY Stock Holding History

Bear Mountain Capital’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 Q4	–	Sell	-1	Closed	-$800	–	264
2025 Q3	$800	Buy	+1	New	+$744	﹤0.01%	171
2025 Q2	–	Sell	-2	Closed	-$1.78K	–	262
2025 Q1	$1.78K	Buy	+2	New	+$1.66K	﹤0.01%	151

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bear Mountain Capital's LLY Position: Q4 2025 in Review

Bear Mountain Capital sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 1 share — an estimated $800 sold.

Bear Mountain Capital first reported a position in LLY in Q1 2025 and held it in 2 quarters. The position peaked at $1.78K in Q1 2025. 4,445 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Bear Mountain Capital reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
Bear Mountain Capital sold 1 Eli Lilly share in Q4 2025, an estimated $800.
Bear Mountain Capital first reported a position in Eli Lilly in Q1 2025 and held it in 2 quarters.
Bear Mountain Capital's Eli Lilly position peaked at $1.78K in Q1 2025.
4,445 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.