FSA Wealth Management’s Eli Lilly LLY Stock Holding History

FSA 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
2025 Q3	$236K	Buy	309 +12	+4%	+$8.93K	0.09%	51
2025 Q2	$232K	Hold	297	–	–	0.09%	47
2025 Q1	$245K	Buy	297 +13	+5%	+$10.8K	0.1%	48
2024 Q4	$219K	Sell	284 -56	-16%	-$46.4K	0.09%	50
2024 Q3	$301K	Buy	+340	New	+$306K	0.12%	40
2024 Q1	$213K	Hold	274	–	–	0.09%	49
2023 Q4	$160K	Buy	+274	New	+$160K	0.08%	57
2021 Q1	–	Sell	-705	Closed	-$119K	–	152
2020 Q4	$119K	Buy	+705	New	+$105K	0.06%	78
2020 Q3	–	Sell	-740	Closed	-$121K	–	214
2020 Q2	$121K	Sell	740 -200	-21%	-$30.7K	0.08%	74
2020 Q1	$130K	Sell	940 -270	-22%	-$37.1K	0.11%	66
2019 Q4	$159K	Buy	+1,210	New	+$140K	0.11%	66

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FSA Wealth Management's LLY Position: Q3 2025 in Review

FSA Wealth Management increased its Eli Lilly (LLY) stake by 4% in Q3 2025, buying an estimated $8.93K and bringing the position to 309 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #51.

FSA Wealth Management first reported a position in LLY in Q4 2019 and has held it in 11 quarters since. The position peaked at $301K in Q3 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

FSA Wealth Management held 309 shares of Eli Lilly worth $236K as of Q3 2025.
FSA Wealth Management bought 12 Eli Lilly shares in Q3 2025, an estimated $8.93K.
Eli Lilly made up 0.09% of FSA Wealth Management's portfolio in Q3 2025, its #51 holding.
FSA Wealth Management first reported a position in Eli Lilly in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Eli Lilly position peaked at $301K in Q3 2024.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.