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Financial Partners Group (Tennessee)’s Eli Lilly LLY Stock Holding History

Financial Partners Group (Tennessee)’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
Q1 		– Sell
-263
Closed -$203K – 84
2024
Q4 		$203K Buy
263
+1
+0.4% +$828 0.08% 93
2024
Q3 		$232K Sell
262
-28
-10% -$25.2K 0.09% 95
2024
Q2 		$263K Sell
290
-8
-3% -$6.4K 0.1% 86
2024
Q1 		$232K Buy
+298
New +$212K 0.09% 91

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Partners Group (Tennessee)'s LLY Position: Q1 2025 in Review

Financial Partners Group (Tennessee) sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 263 shares — an estimated $203K sold.

Financial Partners Group (Tennessee) first reported a position in LLY in Q1 2024 and held it in 4 quarters. The position peaked at $263K in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Financial Partners Group (Tennessee) reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 263 Eli Lilly shares in Q1 2025, an estimated $203K.
  • Financial Partners Group (Tennessee) first reported a position in Eli Lilly in Q1 2024 and held it in 4 quarters.
  • Financial Partners Group (Tennessee)'s Eli Lilly position peaked at $263K in Q2 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q1 2025, filed 18 Apr 2025.