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Carolinas Wealth Consulting’s Eli Lilly LLY Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-388
Closed -$320K – 536
2025
Q1 		$320K Buy
388
+154
+66% +$128K 0.07% 133
2024
Q4 		$180K Sell
234
-34
-13% -$28.2K 0.04% 191
2024
Q3 		$237K Sell
268
-52
-16% -$46.8K 0.04% 168
2024
Q2 		$289K Buy
320
+40
+14% +$32K 0.06% 146
2024
Q1 		$218K Sell
280
-40,996
-99% -$29.2M 0.04% 165
2023
Q4 		$261K Buy
41,276
+26
+0.1% +$15.2K 0.06% 133
2023
Q3 		$237K Sell
41,250
-257
-0.6% -$132K 0.06% 132
2023
Q2 		$327K Sell
41,507
-185
-0.4% -$77.6K 0.06% 131
2023
Q1 		$314K Buy
41,692
+13
+0% +$4.38K 0.07% 132
2022
Q4 		$327K Buy
41,679
+1
+0% +$355 0.07% 127
2022
Q3 		$293K Sell
41,678
-179
-0.4% -$56.7K 0.07% 121
2022
Q2 		$352K Buy
41,857
+41,198
+6,252% +$12.4M 0.09% 108
2022
Q1 		$189K Sell
659
-4
-0.6% -$1.03K 0.04% 176
2021
Q4 		$183K Sell
663
-162
-20% -$41.1K 0.04% 184
2021
Q3 		$191K Buy
825
+141
+21% +$34.8K 0.04% 163
2021
Q2 		$157K Buy
684
+111
+19% +$22.3K 0.03% 200
2021
Q1 		$107K Sell
573
-284
-33% -$55.6K 0.03% 244
2020
Q4 		$145K Buy
857
+18
+2% +$2.69K 0.04% 181
2020
Q3 		$124K Buy
839
+652
+349% +$101K 0.04% 169
2020
Q2 		$31K Buy
+187
New +$28.7K 0.01% 250

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 $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carolinas Wealth Consulting's LLY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 388 shares — an estimated $320K sold.

Carolinas Wealth Consulting first reported a position in LLY in Q2 2020 and held it in 20 quarters. The position peaked at $352K in Q2 2022. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 388 Eli Lilly shares in Q2 2025, an estimated $320K.
  • Carolinas Wealth Consulting first reported a position in Eli Lilly in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Eli Lilly position peaked at $352K in Q2 2022.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.