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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 $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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