EFG Asset Management (Americas)’s Eli Lilly LLY Stock Holding History

EFG Asset Management (Americas)’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	$5.12M	Sell	6,707 -410	-6%	-$305K	0.88%	37
2025 Q2	$5.55M	Buy	+7,117	New	+$5.53M	1.02%	33
2015 Q3	–	Sell	-8,545	Closed	-$674K	–	94
2015 Q2	$674K	Buy	+8,545	New	+$651K	0.41%	43
2015 Q1	–	Sell	-9,520	Closed	-$657K	–	193
2014 Q4	$657K	Buy	+9,520	New	+$643K	0.4%	29
2014 Q3	–	Sell	-447	Closed	-$28K	–	117
2014 Q2	$28K	Sell	447 -420	-48%	-$25.1K	0.03%	93
2014 Q1	$51K	Buy	867 +66	+8%	+$3.68K	0.04%	75
2013 Q4	$40.9K	Buy	+801	New	+$40.1K	0.04%	84

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EFG Asset Management (Americas)'s LLY Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Eli Lilly (LLY) stake by 5.8% in Q3 2025, selling an estimated $305K and leaving 6,707 shares worth $5.12M. The position accounts for 0.88% of the portfolio, ranked #37.

EFG Asset Management (Americas) first reported a position in LLY in Q4 2013 and has held it in 7 quarters since. The position peaked at $5.55M in Q2 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

EFG Asset Management (Americas) held 6,707 shares of Eli Lilly worth $5.12M as of Q3 2025.
EFG Asset Management (Americas) sold 410 Eli Lilly shares in Q3 2025, an estimated $305K.
Eli Lilly made up 0.88% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #37 holding.
EFG Asset Management (Americas) first reported a position in Eli Lilly in Q4 2013 and has held it in 7 quarters since.
EFG Asset Management (Americas)'s Eli Lilly position peaked at $5.55M in Q2 2025.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.