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Buffington Mohr McNeal’s Eli Lilly LLY Stock Holding History

Buffington Mohr McNeal’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
Q1 		$497K Sell
602
-2,087
-78% -$1.74M 0.1% 72
2024
Q4 		$2.08M Buy
2,689
+2
+0.1% +$1.66K 0.34% 46
2024
Q3 		$2.38M Sell
2,687
-126
-4% -$113K 0.39% 45
2024
Q2 		$2.55M Sell
2,813
-152
-5% -$122K 0.45% 44
2024
Q1 		$2.31M Sell
2,965
-38
-1% -$27K 0.42% 43
2023
Q4 		$1.75M Buy
3,003
+63
+2% +$36.8K 0.35% 46
2023
Q3 		$1.58M Sell
2,940
-625
-18% -$322K 0.36% 47
2023
Q2 		$1.67M Sell
3,565
-775
-18% -$325K 0.36% 44
2023
Q1 		$1.49M Buy
4,340
+110
+3% +$37.1K 0.34% 46
2022
Q4 		$1.55M Buy
4,230
+200
+5% +$70.9K 0.36% 46
2022
Q3 		$1.3M Buy
4,030
+225
+6% +$71.3K 0.31% 53
2022
Q2 		$1.23M Sell
3,805
-245
-6% -$73.5K 0.27% 62
2022
Q1 		$1.16M Sell
4,050
-570
-12% -$147K 0.22% 70
2021
Q4 		$1.28M Hold
4,620
– – 0.22% 67
2021
Q3 		$1.07M Sell
4,620
-650
-12% -$160K 0.2% 70
2021
Q2 		$1.21M Sell
5,270
-300
-5% -$60.3K 0.24% 64
2021
Q1 		$1.04M Sell
5,570
-575
-9% -$112K 0.22% 67
2020
Q4 		$1.04M Buy
6,145
+1,265
+26% +$189K 0.24% 63
2020
Q3 		$722K Buy
4,880
+375
+8% +$58K 0.19% 73
2020
Q2 		$740K Buy
4,505
+500
+12% +$76.8K 0.21% 74
2020
Q1 		$556K Buy
4,005
+1,620
+68% +$223K 0.19% 78
2019
Q4 		$313K Hold
2,385
– – 0.09% 101
2019
Q3 		$267K Hold
2,385
– – 0.08% 103
2019
Q2 		$264K Sell
2,385
-4,340
-65% -$511K 0.08% 107
2019
Q1 		$873K Sell
6,725
-155
-2% -$18.8K 0.28% 62
2018
Q4 		$796K Buy
6,880
+830
+14% +$92.7K 0.32% 60
2018
Q3 		$649K Buy
6,050
+110
+2% +$11K 0.22% 81
2018
Q2 		$507K Sell
5,940
-110
-2% -$9.04K 0.19% 87
2018
Q1 		$468K Buy
6,050
+1,325
+28% +$107K 0.18% 92
2017
Q4 		$399K Hold
4,725
– – 0.15% 97
2017
Q3 		$396K Buy
4,725
+175
+4% +$14.4K 0.15% 98
2017
Q2 		$374K Buy
+4,550
New +$371K 0.15% 107

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Buffington Mohr McNeal's LLY Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Eli Lilly (LLY) stake by 78% in Q1 2025, selling an estimated $1.74M and leaving 602 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #72.

Buffington Mohr McNeal first reported a position in LLY in Q2 2017 and has held it in 32 quarters since. The position peaked at $2.55M in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Buffington Mohr McNeal held 602 shares of Eli Lilly worth $497K as of Q1 2025.
  • Buffington Mohr McNeal sold 2,087 Eli Lilly shares in Q1 2025, an estimated $1.74M.
  • Eli Lilly made up 0.1% of Buffington Mohr McNeal's portfolio in Q1 2025, its #72 holding.
  • Buffington Mohr McNeal first reported a position in Eli Lilly in Q2 2017 and has held it in 32 quarters since.
  • Buffington Mohr McNeal's Eli Lilly position peaked at $2.55M in Q2 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.