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Copperwynd Financial’s Eli Lilly LLY Stock Holding History

Copperwynd Financial’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 		$1.16M Sell
1,482
-288
-16% -$224K 0.29% 60
2025
Q1 		$1.46M Sell
1,770
-2,460
-58% -$2.05M 0.4% 46
2024
Q4 		$3.27M Buy
4,230
+211
+5% +$175K 0.9% 22
2024
Q3 		$3.56M Buy
4,019
+40
+1% +$36K 1.07% 16
2024
Q2 		$3.2M Buy
3,979
+243
+7% +$194K 1.05% 18
2024
Q1 		$2.91M Buy
3,736
+405
+12% +$288K 1.05% 17
2023
Q4 		$1.94M Buy
3,331
+877
+36% +$512K 0.77% 20
2023
Q3 		$1.32M Sell
2,454
-1,885
-43% -$971K 0.62% 27
2023
Q2 		$2.03M Buy
+4,339
New +$1.82M 0.95% 23
2022
Q2 		– Sell
-8,181
Closed -$2.34M – 129
2022
Q1 		$2.34M Buy
8,181
+7,121
+672% +$1.83M 0.97% 24
2021
Q4 		$293K Buy
+1,060
New +$269K 0.11% 105
2019
Q3 		– Sell
-12,183
Closed -$1.35M – 109
2019
Q2 		$1.35M Buy
12,183
+503
+4% +$59.2K 0.78% 28
2019
Q1 		$1.52M Buy
+11,680
New +$1.42M 0.91% 26

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
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

Copperwynd Financial's LLY Position: Q2 2025 in Review

Copperwynd Financial reduced its Eli Lilly (LLY) stake by 16% in Q2 2025, selling an estimated $224K and leaving 1,482 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #60.

Copperwynd Financial first reported a position in LLY in Q1 2019 and has held it in 13 quarters since. The position peaked at $3.56M in Q3 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Copperwynd Financial held 1,482 shares of Eli Lilly worth $1.16M as of Q2 2025.
  • Copperwynd Financial sold 288 Eli Lilly shares in Q2 2025, an estimated $224K.
  • Eli Lilly made up 0.29% of Copperwynd Financial's portfolio in Q2 2025, its #60 holding.
  • Copperwynd Financial first reported a position in Eli Lilly in Q1 2019 and has held it in 13 quarters since.
  • Copperwynd Financial's Eli Lilly position peaked at $3.56M in Q3 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.