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Financial Gravity Companies’s Eli Lilly LLY Stock Holding History

Financial Gravity Companies’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 		$31.2K Buy
+40
New +$31.1K 0.01% 373
2024
Q4 		$7.72K Buy
+10
New +$8.28K ﹤0.01% 620
2018
Q4 		$49K Buy
+404
New +$45.1K 0.04% 335
2018
Q1 		$14K Sell
179
-264
-60% -$21.3K 0.01% 544
2017
Q4 		$36K Buy
+443
New +$37.7K 0.04% 378

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Gravity Companies's LLY Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Eli Lilly (LLY) in Q2 2025: 40 shares worth $31.2K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LLY as recently as Q4 2024.

Financial Gravity Companies first reported a position in LLY in Q4 2017 and has held it in 5 quarters since. The position peaked at $49K in Q4 2018. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Financial Gravity Companies held 40 shares of Eli Lilly worth $31.2K as of Q2 2025.
  • Eli Lilly was a new Financial Gravity Companies position in Q2 2025.
  • Eli Lilly made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #373 holding.
  • Financial Gravity Companies first reported a position in Eli Lilly in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Eli Lilly position peaked at $49K in Q4 2018.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.