Consolidated Portfolio Review Corp’s Eli Lilly LLY Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-7,184	Closed	-$5.48M	–	243
2025 Q3	$5.48M	Sell	7,184 -126	-2%	-$93.8K	0.69%	30
2025 Q2	$5.7M	Buy	7,310 +336	+5%	+$261K	0.79%	26
2025 Q1	$5.76M	Buy	6,974 +152	+2%	+$126K	0.92%	19
2024 Q4	$5.27M	Buy	6,822 +5,751	+537%	+$4.76M	0.83%	21
2024 Q3	$949K	Sell	1,071 -4,530	-81%	-$4.07M	0.21%	122
2024 Q2	$5.07M	Sell	5,601 -181	-3%	-$145K	1.18%	17
2024 Q1	$4.5M	Buy	5,782 +62	+1%	+$44.1K	1.18%	18
2023 Q4	$3.33M	Buy	5,720 +28	+0.5%	+$16.3K	0.76%	28
2023 Q3	$3.06M	Sell	5,692 -18	-0.3%	-$9.28K	0.74%	24
2023 Q2	$2.68M	Buy	5,710 +4,796	+525%	+$2.01M	0.64%	36
2023 Q1	$314K	Buy	+914	New	+$308K	0.08%	207

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Consolidated Portfolio Review Corp's LLY Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 7,184 shares — an estimated $5.48M sold.

Consolidated Portfolio Review Corp first reported a position in LLY in Q1 2023 and held it in 11 quarters. The position peaked at $5.76M in Q1 2025. 4,429 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 7,184 Eli Lilly shares in Q4 2025, an estimated $5.48M.
Consolidated Portfolio Review Corp first reported a position in Eli Lilly in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Eli Lilly position peaked at $5.76M in Q1 2025.
4,429 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.