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FMFE Wealth Management’s Eli Lilly LLY Stock Holding History

FMFE 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
Q2 		$535K Sell
591
-100
-14% -$80K 0.5% 10
2024
Q1 		$538K Hold
691
– – 0.49% 10
2023
Q4 		$403K Buy
+691
New +$403K 0.4% 10

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 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FMFE Wealth Management's LLY Position: Q2 2024 in Review

FMFE Wealth Management reduced its Eli Lilly (LLY) stake by 14% in Q2 2024, selling an estimated $80K and leaving 591 shares worth $535K. The position accounts for 0.5% of the portfolio, ranked #10.

FMFE Wealth Management first reported a position in LLY in Q4 2023 and has held it in 3 quarters since. The position peaked at $538K in Q1 2024. 3,565 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

  • FMFE Wealth Management held 591 shares of Eli Lilly worth $535K as of Q2 2024.
  • FMFE Wealth Management sold 100 Eli Lilly shares in Q2 2024, an estimated $80K.
  • Eli Lilly made up 0.5% of FMFE Wealth Management's portfolio in Q2 2024, its #10 holding.
  • FMFE Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 3 quarters since.
  • FMFE Wealth Management's Eli Lilly position peaked at $538K in Q1 2024.
  • 3,565 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.