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Blue Barn Wealth’s Eli Lilly LLY Stock Holding History

Blue Barn Wealth’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 		$259K Sell
241
-358
-60% -$342K 0.38% 34
2025
Q3 		$457K Sell
599
-42
-7% -$31.3K 0.2% 72
2025
Q2 		$500K Buy
641
+50
+8% +$38.9K 0.24% 65
2025
Q1 		$488K Buy
591
+98
+20% +$81.5K 0.25% 60
2024
Q4 		$381K Buy
+493
New +$408K 0.2% 78

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
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
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

Blue Barn Wealth's LLY Position: Q4 2025 in Review

Blue Barn Wealth reduced its Eli Lilly (LLY) stake by 60% in Q4 2025, selling an estimated $342K and leaving 241 shares worth $259K. The position accounts for 0.38% of the portfolio, ranked #34.

Blue Barn Wealth first reported a position in LLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $500K in Q2 2025. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Blue Barn Wealth held 241 shares of Eli Lilly worth $259K as of Q4 2025.
  • Blue Barn Wealth sold 358 Eli Lilly shares in Q4 2025, an estimated $342K.
  • Eli Lilly made up 0.38% of Blue Barn Wealth's portfolio in Q4 2025, its #34 holding.
  • Blue Barn Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 5 quarters since.
  • Blue Barn Wealth's Eli Lilly position peaked at $500K in Q2 2025.
  • 4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.