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Centricity Wealth Management’s Eli Lilly LLY Stock Holding History

Centricity 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
Q2 		$639K Sell
820
-3
-0.4% -$2.33K 0.51% 37
2025
Q1 		$680K Sell
823
-3
-0.4% -$2.5K 0.62% 36
2024
Q4 		$638K Buy
+826
New +$684K 0.6% 35

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Centricity Wealth Management's LLY Position: Q2 2025 in Review

Centricity Wealth Management reduced its Eli Lilly (LLY) stake by 0.36% in Q2 2025, selling an estimated $2.33K and leaving 820 shares worth $639K. The position accounts for 0.51% of the portfolio, ranked #37.

Centricity Wealth Management first reported a position in LLY in Q4 2024 and has held it in 3 quarters since. The position peaked at $680K in Q1 2025. 3,914 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Centricity Wealth Management held 820 shares of Eli Lilly worth $639K as of Q2 2025.
  • Centricity Wealth Management sold 3 Eli Lilly shares in Q2 2025, an estimated $2.33K.
  • Eli Lilly made up 0.51% of Centricity Wealth Management's portfolio in Q2 2025, its #37 holding.
  • Centricity Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Eli Lilly position peaked at $680K in Q1 2025.
  • 3,914 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.