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Copperleaf Capital’s Eli Lilly LLY Stock Holding History

Copperleaf Capital’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
Q3 		$739K Sell
969
-47
-5% -$35K 0.35% 64
2025
Q2 		$792K Buy
1,016
+75
+8% +$58.3K 0.4% 63
2025
Q1 		$777K Buy
+941
New +$783K 0.46% 60

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Copperleaf Capital's LLY Position: Q3 2025 in Review

Copperleaf Capital reduced its Eli Lilly (LLY) stake by 4.6% in Q3 2025, selling an estimated $35K and leaving 969 shares worth $739K. The position accounts for 0.35% of the portfolio, ranked #64.

Copperleaf Capital first reported a position in LLY in Q1 2025 and has held it in 3 quarters since. The position peaked at $792K in Q2 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Copperleaf Capital held 969 shares of Eli Lilly worth $739K as of Q3 2025.
  • Copperleaf Capital sold 47 Eli Lilly shares in Q3 2025, an estimated $35K.
  • Eli Lilly made up 0.35% of Copperleaf Capital's portfolio in Q3 2025, its #64 holding.
  • Copperleaf Capital first reported a position in Eli Lilly in Q1 2025 and has held it in 3 quarters since.
  • Copperleaf Capital's Eli Lilly position peaked at $792K in Q2 2025.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.