Bordeaux Wealth Advisors’s Eli Lilly LLY Stock Holding History

Bordeaux 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 Q2	$1.49M	Sell	1,906 -293	-13%	-$228K	0.19%	47
2025 Q1	$1.82M	Buy	2,199 +1,005	+84%	+$836K	0.34%	41
2024 Q4	$922K	Buy	1,194 +140	+13%	+$116K	0.15%	58
2024 Q3	$934K	Buy	1,054 +377	+56%	+$339K	0.17%	58
2024 Q2	$613K	Buy	677 +27	+4%	+$21.6K	0.12%	72
2024 Q1	$506K	Sell	650 -45	-6%	-$32K	0.17%	57
2023 Q4	$405K	Buy	695 +88	+14%	+$51.4K	0.14%	70
2023 Q3	$326K	Buy	607 +103	+20%	+$53.1K	0.13%	72
2023 Q2	$236K	Buy	+504	New	+$211K	0.1%	89

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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bordeaux Wealth Advisors's LLY Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Eli Lilly (LLY) stake by 13% in Q2 2025, selling an estimated $228K and leaving 1,906 shares worth $1.49M. The position accounts for 0.19% of the portfolio, ranked #47.

Bordeaux Wealth Advisors first reported a position in LLY in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.82M in Q1 2025. 3,907 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

Bordeaux Wealth Advisors held 1,906 shares of Eli Lilly worth $1.49M as of Q2 2025.
Bordeaux Wealth Advisors sold 293 Eli Lilly shares in Q2 2025, an estimated $228K.
Eli Lilly made up 0.19% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #47 holding.
Bordeaux Wealth Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 9 quarters since.
Bordeaux Wealth Advisors's Eli Lilly position peaked at $1.82M in Q1 2025.
3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.