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Congress Wealth Management’s Eli Lilly LLY Stock Holding History

Congress 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 		$38.2M Sell
49,047
-20,633
-30% -$16M 0.37% 54
2025
Q1 		$57.8M Buy
69,680
+21,074
+43% +$17.5M 0.69% 25
2024
Q4 		$37.5M Buy
48,606
+897
+2% +$743K 0.52% 42
2024
Q3 		$42.3M Buy
47,709
+3,994
+9% +$3.59M 0.56% 33
2024
Q2 		$39.6M Buy
43,715
+5,139
+13% +$4.11M 0.63% 28
2024
Q1 		$30M Buy
38,576
+2,212
+6% +$1.57M 0.52% 43
2023
Q4 		$21.2M Buy
36,364
+3,776
+12% +$2.2M 0.39% 53
2023
Q3 		$17.5M Sell
32,588
-4,527
-12% -$2.33M 0.36% 62
2023
Q2 		$17.4M Buy
37,115
+138
+0.4% +$57.9K 0.4% 55
2023
Q1 		$12.7M Sell
36,977
-76
-0.2% -$25.6K 0.31% 86
2022
Q4 		$13.6M Sell
37,053
-310
-0.8% -$110K 0.35% 68
2022
Q3 		$12.1M Buy
37,363
+1,200
+3% +$380K 0.33% 76
2022
Q2 		$11.7M Buy
36,163
+56
+0.2% +$16.8K 0.3% 85
2022
Q1 		$10.3M Buy
36,107
+33,935
+1,562% +$8.73M 0.23% 127
2021
Q4 		$600K Buy
+2,172
New +$551K 0.01% 442

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

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

Congress Wealth Management reduced its Eli Lilly (LLY) stake by 30% in Q2 2025, selling an estimated $16M and leaving 49,047 shares worth $38.2M. The position accounts for 0.37% of the portfolio, ranked #54.

Congress Wealth Management first reported a position in LLY in Q4 2021 and has held it in 15 quarters since. The position peaked at $57.8M in Q1 2025. 3,914 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Congress Wealth Management held 49,047 shares of Eli Lilly worth $38.2M as of Q2 2025.
  • Congress Wealth Management sold 20,633 Eli Lilly shares in Q2 2025, an estimated $16M.
  • Eli Lilly made up 0.37% of Congress Wealth Management's portfolio in Q2 2025, its #54 holding.
  • Congress Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Eli Lilly position peaked at $57.8M in Q1 2025.
  • 3,914 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.