EFG Asset Management’s Eli Lilly LLY Stock Holding History

EFG Asset 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
2025 Q3	$13.8M	Buy	18,051 +3,113	+21%	+$2.32M	1.78%	6
2025 Q2	$11.6M	Buy	14,938 +3,177	+27%	+$2.47M	1.64%	6
2025 Q1	$9.71M	Buy	11,761 +8,397	+250%	+$6.99M	1.61%	7
2024 Q4	$2.6M	Buy	+3,364	New	+$2.79M	0.35%	127
2023 Q4	–	Sell	-3,327	Closed	-$1.79M	–	195
2023 Q3	$1.79M	Buy	3,327 +161	+5%	+$83K	0.42%	81
2023 Q2	$1.48M	Buy	+3,166	New	+$1.33M	0.32%	109
2023 Q1	–	Sell	-7,435	Closed	-$2.73M	–	190
2022 Q4	$2.73M	Sell	7,435 -145	-2%	-$51.4K	0.61%	59
2022 Q3	$2.45M	Sell	7,580 -615	-8%	-$195K	0.57%	57
2022 Q2	$2.66M	Buy	8,195 +1,121	+16%	+$336K	0.56%	61
2022 Q1	$2.03M	Buy	+7,074	New	+$1.82M	0.3%	107

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's LLY Position: Q3 2025 in Review

EFG Asset Management increased its Eli Lilly (LLY) stake by 21% in Q3 2025, buying an estimated $2.32M and bringing the position to 18,051 shares worth $13.8M. The position accounts for 1.78% of the portfolio, ranked #6.

EFG Asset Management first reported a position in LLY in Q1 2022 and has held it in 10 quarters since. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

EFG Asset Management held 18,051 shares of Eli Lilly worth $13.8M as of Q3 2025.
EFG Asset Management bought 3,113 Eli Lilly shares in Q3 2025, an estimated $2.32M.
Eli Lilly made up 1.78% of EFG Asset Management's portfolio in Q3 2025, its #6 holding.
EFG Asset Management first reported a position in Eli Lilly in Q1 2022 and has held it in 10 quarters since.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.