EFA
LLY icon

Edge Financial Advisors’s Eli Lilly LLY Stock Holding History

Edge Financial Advisors’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 		$1M Buy
1,363
+406
+42% +$388K 0.42% 56
2025
Q3 		$730K Buy
+957
New +$712K 0.33% 63
2024
Q3 		– Sell
-900
Closed -$815K – 99
2024
Q2 		$815K Buy
+900
New +$720K 0.84% 38

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 $5.72T 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
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

Edge Financial Advisors's LLY Position: Q4 2025 in Review

Edge Financial Advisors increased its Eli Lilly (LLY) stake by 42% in Q4 2025, buying an estimated $388K and bringing the position to 1,363 shares worth $1M. The position accounts for 0.42% of the portfolio, ranked #56.

Edge Financial Advisors first reported a position in LLY in Q2 2024 and has held it in 3 quarters since. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Edge Financial Advisors held 1,363 shares of Eli Lilly worth $1M as of Q4 2025.
  • Edge Financial Advisors bought 406 Eli Lilly shares in Q4 2025, an estimated $388K.
  • Eli Lilly made up 0.42% of Edge Financial Advisors's portfolio in Q4 2025, its #56 holding.
  • Edge Financial Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 3 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.