BlueChip Wealth Advisors’s Eli Lilly LLY Stock Holding History

BlueChip 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 Q4	–	Sell	-286	Closed	-$218K	–	165
2025 Q3	$218K	Buy	+286	New	+$213K	0.09%	149
2024 Q4	–	Sell	-427	Closed	-$379K	–	151
2024 Q3	$379K	Buy	427 +9	+2%	+$8.09K	0.2%	102
2024 Q2	$379K	Buy	+418	New	+$334K	0.22%	89
2024 Q1	–	Sell	-566	Closed	-$330K	–	128
2023 Q4	$330K	Buy	+566	New	+$330K	0.23%	83

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

BlueChip Wealth Advisors's LLY Position: Q4 2025 in Review

BlueChip Wealth Advisors sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 286 shares — an estimated $218K sold.

BlueChip Wealth Advisors first reported a position in LLY in Q4 2023 and held it in 4 quarters. The position peaked at $379K in Q2 2024. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

BlueChip Wealth Advisors reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 286 Eli Lilly shares in Q4 2025, an estimated $218K.
BlueChip Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and held it in 4 quarters.
BlueChip Wealth Advisors's Eli Lilly position peaked at $379K in Q2 2024.
4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.