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Ellenbecker Investment Group’s Eli Lilly LLY Stock Holding History

Ellenbecker Investment Group’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 		$689K Sell
748
-31
-4% -$31.4K 0.09% 64
2025
Q4 		$838K Buy
779
+377
+94% +$360K 0.12% 50
2025
Q3 		$307K Buy
402
+93
+30% +$69.2K 0.05% 94
2025
Q2 		$242K Buy
309
+29
+10% +$22.5K 0.04% 105
2025
Q1 		$232K Sell
280
-8
-3% -$6.66K 0.04% 105
2024
Q4 		$223K Buy
288
+26
+10% +$21.5K 0.04% 109
2024
Q3 		$232K Sell
262
-170
-39% -$153K 0.04% 103
2024
Q2 		$391K Buy
432
+142
+49% +$114K 0.08% 74
2024
Q1 		$226K Buy
+290
New +$206K 0.05% 101
2023
Q4 		– Sell
-431
Closed -$231K – 103
2023
Q3 		$231K Buy
+431
New +$222K 0.06% 95

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