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Freedom Investment Management’s Eli Lilly LLY Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-3,875
Closed -$3.02M – 442
2025
Q2 		$3.02M Sell
3,875
-120
-3% -$93.2K 0.24% 69
2025
Q1 		$3.3M Sell
3,995
-108
-3% -$89.9K 0.28% 60
2024
Q4 		$3.17M Sell
4,103
-39
-0.9% -$32.3K 0.26% 66
2024
Q3 		$3.67M Buy
4,142
+314
+8% +$282K 0.29% 62
2024
Q2 		$3.47M Sell
3,828
-108
-3% -$86.4K 0.28% 61
2024
Q1 		$3.06M Sell
3,936
-136
-3% -$96.8K 0.25% 71
2023
Q4 		$2.37M Sell
4,072
-176
-4% -$103K 0.19% 91
2023
Q3 		$2.28M Buy
4,248
+837
+25% +$431K 0.28% 78
2023
Q2 		$1.6M Buy
3,411
+729
+27% +$306K 0.18% 131
2023
Q1 		$921K Sell
2,682
-814
-23% -$275K 0.1% 259
2022
Q4 		$1.28M Buy
3,496
+64
+2% +$22.7K 0.14% 191
2022
Q3 		$1.11M Sell
3,432
-1,603
-32% -$508K 0.13% 219
2022
Q2 		$1.63M Buy
5,035
+363
+8% +$109K 0.17% 146
2022
Q1 		$1.34M Sell
4,672
-1,082
-19% -$278K 0.12% 221
2021
Q4 		$1.59M Buy
5,754
+2,638
+85% +$669K 0.12% 226
2021
Q3 		$720K Sell
3,116
-888
-22% -$219K 0.06% 406
2021
Q2 		$919K Sell
4,004
-1,465
-27% -$294K 0.07% 353
2021
Q1 		$1.02M Buy
5,469
+162
+3% +$31.7K 0.08% 303
2020
Q4 		$896K Sell
5,307
-1,438
-21% -$215K 0.1% 203
2020
Q3 		$998K Sell
6,745
-1,736
-20% -$269K 0.11% 177
2020
Q2 		$1.39M Sell
8,481
-198
-2% -$30.4K 0.15% 129
2020
Q1 		$1.27M Sell
8,679
-559
-6% -$76.8K 0.11% 167
2019
Q4 		$1.21M Sell
9,238
-1,020
-10% -$118K 0.11% 184
2019
Q3 		$1.15M Sell
10,258
-245
-2% -$27.3K 0.1% 192
2019
Q2 		$1.16M Sell
10,503
-2,843
-21% -$335K 0.1% 196
2019
Q1 		$1.73M Buy
13,346
+4,011
+43% +$488K 0.14% 158
2018
Q4 		$1.08M Buy
9,335
+34
+0.4% +$3.8K 0.08% 251
2018
Q3 		$973K Buy
9,301
+722
+8% +$72.2K 0.06% 329
2018
Q2 		$732K Buy
8,579
+2,943
+52% +$242K 0.04% 418
2018
Q1 		$436K Sell
5,636
-4,561
-45% -$367K 0.02% 689
2017
Q4 		$861K Sell
10,197
-190
-2% -$16.2K 0.04% 414
2017
Q3 		$888K Buy
10,387
+2,105
+25% +$173K 0.05% 374
2017
Q2 		$682K Sell
8,282
-2,292
-22% -$187K 0.04% 437
2017
Q1 		$889K Buy
10,574
+2,570
+32% +$206K 0.05% 338
2016
Q4 		$589K Sell
8,004
-1,660
-17% -$124K 0.04% 432
2016
Q3 		$776K Sell
9,664
-418
-4% -$33.5K 0.05% 321
2016
Q2 		$794K Buy
10,082
+181
+2% +$13.6K 0.05% 281
2016
Q1 		$713K Sell
9,901
-1,545
-13% -$117K 0.05% 293
2015
Q4 		$964K Buy
11,446
+284
+3% +$23.6K 0.07% 222
2015
Q3 		$84K Buy
11,162
+2,897
+35% +$245K 0.01% 662
2015
Q2 		$690K Buy
8,265
+2,530
+44% +$193K 0.07% 250
2015
Q1 		$417K Buy
5,735
+2,688
+88% +$191K 0.05% 370
2014
Q4 		$210K Buy
+3,047
New +$206K 0.03% 538

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Freedom Investment Management's LLY Position: Q3 2025 in Review

Freedom Investment Management sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 3,875 shares — an estimated $3.02M sold.

Freedom Investment Management first reported a position in LLY in Q4 2014 and held it in 43 quarters. The position peaked at $3.67M in Q3 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Freedom Investment Management reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,875 Eli Lilly shares in Q3 2025, an estimated $3.02M.
  • Freedom Investment Management first reported a position in Eli Lilly in Q4 2014 and held it in 43 quarters.
  • Freedom Investment Management's Eli Lilly position peaked at $3.67M in Q3 2024.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.