Fidato Wealth’s Eli Lilly LLY Stock Holding History

Fidato Wealth’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	-276	Closed	-$228K	–	18
2025 Q1	$228K	Buy	276 +11	+4%	+$9.15K	0.17%	21
2024 Q4	$205K	Buy	+265	New	+$219K	0.15%	24

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Fidato Wealth's LLY Position: Q2 2025 in Review

Fidato Wealth sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 276 shares — an estimated $228K sold.

Fidato Wealth first reported a position in LLY in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q1 2025. 3,907 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

Fidato Wealth reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
Fidato Wealth sold 276 Eli Lilly shares in Q2 2025, an estimated $228K.
Fidato Wealth first reported a position in Eli Lilly in Q4 2024 and held it in 2 quarters.
Fidato Wealth's Eli Lilly position peaked at $228K in Q1 2025.
3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Fidato Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.