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FullCircle Wealth’s Eli Lilly LLY Stock Holding History

FullCircle Wealth’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 		$1.63M Buy
1,801
+416
+30% +$310K 0.58% 48
2025
Q2 		$1.07M Buy
1,385
+151
+12% +$117K 0.4% 86
2025
Q1 		$1.08M Buy
1,234
+75
+6% +$62.4K 0.45% 73
2024
Q4 		$1.01M Buy
+1,159
New +$960K 0.41% 77

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

FullCircle Wealth's LLY Position: Q3 2025 in Review

FullCircle Wealth increased its Eli Lilly (LLY) stake by 30% in Q3 2025, buying an estimated $310K and bringing the position to 1,801 shares worth $1.63M. The position accounts for 0.58% of the portfolio, ranked #48.

FullCircle Wealth first reported a position in LLY in Q4 2024 and has held it in 4 quarters since. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • FullCircle Wealth held 1,801 shares of Eli Lilly worth $1.63M as of Q3 2025.
  • FullCircle Wealth bought 416 Eli Lilly shares in Q3 2025, an estimated $310K.
  • Eli Lilly made up 0.58% of FullCircle Wealth's portfolio in Q3 2025, its #48 holding.
  • FullCircle Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 4 quarters since.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.