Elite Wealth Management’s Eli Lilly LLY Stock Holding History

Elite 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
2025 Q2	–	Sell	-260	Closed	-$215K	–	34
2025 Q1	$215K	Sell	260 -203	-44%	-$169K	0.03%	33
2024 Q4	$358K	Hold	463	–	–	0.04%	30
2024 Q3	$410K	Buy	463 +20	+5%	+$18K	0.06%	33
2024 Q2	$401K	Sell	443 -6	-1%	-$4.8K	0.01%	35
2024 Q1	$349K	Buy	+449	New	+$320K	0.01%	39
2014 Q4	–	Sell	-540	Closed	-$35K	–	271
2014 Q3	$35K	Sell	540 -250	-32%	-$15.8K	0.03%	141
2014 Q2	$49K	Hold	790	–	–	0.05%	110
2014 Q1	$46K	Sell	790 -1,068	-57%	-$59.6K	0.04%	127
2013 Q4	$95K	Buy	1,858 +68	+4%	+$3.4K	0.07%	107
2013 Q3	$90K	Buy	1,790 +250	+16%	+$13.1K	0.08%	127
2013 Q2	$76K	Buy	+1,540	New	+$83.8K	0.11%	98

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elite Wealth Management's LLY Position: Q2 2025 in Review

Elite Wealth Management sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 260 shares — an estimated $215K sold.

Elite Wealth Management first reported a position in LLY in Q2 2013 and held it in 11 quarters. The position peaked at $410K in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

Elite Wealth Management reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
Elite Wealth Management sold 260 Eli Lilly shares in Q2 2025, an estimated $215K.
Elite Wealth Management first reported a position in Eli Lilly in Q2 2013 and held it in 11 quarters.
Elite Wealth Management's Eli Lilly position peaked at $410K in Q3 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Elite Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.