Executive Wealth Management’s Eli Lilly LLY Stock Holding History

Executive 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
2024 Q4	$3.94M	Sell	5,103 -97	-2%	-$80.3K	0.31%	81
2024 Q3	$4.61M	Buy	+5,200	New	+$4.68M	0.36%	77
2024 Q2	–	Sell	-5,607	Closed	-$4.26M	–	201
2024 Q1	$4.26M	Buy	5,607 +1,505	+37%	+$1.07M	0.37%	75
2023 Q4	$2.39M	Buy	+4,102	New	+$2.39M	0.23%	89
2019 Q3	–	Sell	-1,521	Closed	-$168K	–	499
2019 Q2	$168K	Buy	1,521 +474	+45%	+$55.8K	0.02%	170
2019 Q1	$136K	Sell	1,047 -865	-45%	-$105K	0.02%	176
2018 Q4	$221K	Buy	+1,912	New	+$214K	0.04%	141

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Executive Wealth Management's LLY Position: Q4 2024 in Review

Executive Wealth Management reduced its Eli Lilly (LLY) stake by 1.9% in Q4 2024, selling an estimated $80.3K and leaving 5,103 shares worth $3.94M. The position accounts for 0.31% of the portfolio, ranked #81.

Executive Wealth Management first reported a position in LLY in Q4 2018 and has held it in 7 quarters since. The position peaked at $4.61M in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

Executive Wealth Management held 5,103 shares of Eli Lilly worth $3.94M as of Q4 2024.
Executive Wealth Management sold 97 Eli Lilly shares in Q4 2024, an estimated $80.3K.
Eli Lilly made up 0.31% of Executive Wealth Management's portfolio in Q4 2024, its #81 holding.
Executive Wealth Management first reported a position in Eli Lilly in Q4 2018 and has held it in 7 quarters since.
Executive Wealth Management's Eli Lilly position peaked at $4.61M in Q3 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.