Campbell Wealth Management’s Eli Lilly LLY Stock Holding History

Campbell 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
2024 Q4	$1.91M	Buy	2,470 +2,150	+672%	+$1.78M	0.17%	22
2024 Q3	$284K	Buy	+320	New	+$288K	0.03%	56
2024 Q2	–	Sell	-2,462	Closed	-$1.92M	–	72
2024 Q1	$1.92M	Sell	2,462 -85	-3%	-$60.5K	0.19%	23
2023 Q4	$1.49M	Buy	2,547 +1,724	+209%	+$1.01M	0.18%	25
2023 Q3	$442K	Buy	823 +63	+8%	+$32.5K	0.05%	40
2023 Q2	$356K	Hold	760	–	–	0.05%	43
2023 Q1	$261K	Sell	760 -10	-1%	-$3.37K	0.03%	56
2022 Q4	$282K	Sell	770 -4	-0.5%	-$1.42K	0.04%	58
2022 Q3	$250K	Buy	+774	New	+$245K	0.04%	62
2022 Q2	–	Sell	-760	Closed	-$218K	–	63
2022 Q1	$218K	Hold	760	–	–	0.03%	74
2021 Q4	$210K	Buy	+760	New	+$193K	0.02%	76
2020 Q3	–	Sell	-760	Closed	-$125K	–	227
2020 Q2	$125K	Buy	+760	New	+$117K	0.02%	80

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Campbell Wealth Management's LLY Position: Q4 2024 in Review

Campbell Wealth Management increased its Eli Lilly (LLY) stake by 672% in Q4 2024, buying an estimated $1.78M and bringing the position to 2,470 shares worth $1.91M. The position accounts for 0.17% of the portfolio, ranked #22.

Campbell Wealth Management first reported a position in LLY in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.92M in Q1 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

Campbell Wealth Management held 2,470 shares of Eli Lilly worth $1.91M as of Q4 2024.
Campbell Wealth Management bought 2,150 Eli Lilly shares in Q4 2024, an estimated $1.78M.
Eli Lilly made up 0.17% of Campbell Wealth Management's portfolio in Q4 2024, its #22 holding.
Campbell Wealth Management first reported a position in Eli Lilly in Q2 2020 and has held it in 12 quarters since.
Campbell Wealth Management's Eli Lilly position peaked at $1.92M in Q1 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.