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Drive Wealth Management’s Eli Lilly LLY Stock Holding History

Drive 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
2026
Q1 		$2.72M Buy
2,952
+188
+7% +$191K 0.57% 34
2025
Q4 		$2.97M Buy
2,764
+225
+9% +$215K 0.58% 37
2025
Q3 		$1.94M Sell
2,539
-239
-9% -$178K 0.41% 49
2025
Q2 		$2.17M Buy
2,778
+307
+12% +$239K 0.47% 46
2025
Q1 		$2.04M Sell
2,471
-24
-1% -$20K 0.48% 42
2024
Q4 		$1.93M Buy
2,495
+185
+8% +$153K 0.47% 38
2024
Q3 		$2.05M Buy
2,310
+68
+3% +$61.1K 0.53% 31
2024
Q2 		$2.03M Buy
2,242
+62
+3% +$49.6K 0.55% 31
2024
Q1 		$1.7M Buy
2,180
+55
+3% +$39.1K 0.48% 37
2023
Q4 		$1.24M Buy
2,125
+97
+5% +$56.6K 0.4% 51
2023
Q3 		$1.09M Buy
2,028
+164
+9% +$84.5K 0.4% 56
2023
Q2 		$874K Buy
1,864
+203
+12% +$85.1K 0.32% 71
2023
Q1 		$570K Buy
1,661
+225
+16% +$75.9K 0.24% 102
2022
Q4 		$525K Buy
1,436
+601
+72% +$213K 0.26% 92
2022
Q3 		$270K Buy
+835
New +$265K 0.26% 116

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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