EWM
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Elevatus Welath Management’s Eli Lilly LLY Stock Holding History

Elevatus Welath 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 		$425K Sell
463
-51
-10% -$51.7K 0.22% 82
2025
Q4 		$552K Buy
514
+53
+11% +$50.7K 0.15% 86
2025
Q3 		$352K Buy
461
+118
+34% +$87.8K 0.1% 91
2025
Q2 		$268K Buy
343
+83
+32% +$64.5K 0.09% 91
2025
Q1 		$215K Sell
260
-384
-60% -$320K 0.12% 96
2024
Q4 		$497K Sell
644
-4,279
-87% -$3.54M 0.17% 58
2024
Q3 		$4.36M Sell
4,923
-1,125
-19% -$1.01M 1.43% 23
2024
Q2 		$5.48M Sell
6,048
-4,907
-45% -$3.93M 2.05% 12
2024
Q1 		$8.52M Buy
10,955
+10,210
+1,370% +$7.27M 3.36% 9
2023
Q4 		$434K Buy
745
+54
+8% +$31.5K 0.2% 57
2023
Q3 		$371K Buy
+691
New +$356K 0.34% 45

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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