BWM
LLY icon

Buska Wealth Management’s Eli Lilly LLY Stock Holding History

Buska Wealth Management’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
-263
Closed -$201K – 78
2025
Q3 		$201K Buy
+263
New +$196K 0.06% 74
2024
Q3 		– Sell
-231
Closed -$209K – 62
2024
Q2 		$209K Sell
231
-36
-13% -$28.8K 0.08% 53
2024
Q1 		$208K Buy
+267
New +$190K 0.09% 49

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Buska Wealth Management's LLY Position: Q4 2025 in Review

Buska Wealth Management sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 263 shares — an estimated $201K sold.

Buska Wealth Management first reported a position in LLY in Q1 2024 and held it in 3 quarters. The position peaked at $209K in Q2 2024. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Buska Wealth Management reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • Buska Wealth Management sold 263 Eli Lilly shares in Q4 2025, an estimated $201K.
  • Buska Wealth Management first reported a position in Eli Lilly in Q1 2024 and held it in 3 quarters.
  • Buska Wealth Management's Eli Lilly position peaked at $209K in Q2 2024.
  • 4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Buska Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.