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Gibbs Wealth Management’s Eli Lilly LLY Stock Holding History

Gibbs 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
2026
Q1 		$5.46M Buy
5,940
+282
+5% +$286K 0.72% 30
2025
Q4 		$6.02M Sell
5,658
-619
-10% -$592K 1.46% 14
2025
Q3 		$4.79M Sell
6,277
-823
-12% -$612K 1.08% 21
2025
Q2 		$5.53M Buy
7,100
+393
+6% +$305K 1.07% 19
2025
Q1 		$5.54M Buy
6,707
+2,317
+53% +$1.93M 1.34% 14
2024
Q4 		$3.39M Buy
4,390
+3,631
+478% +$3.01M 0.92% 24
2024
Q3 		$672K Buy
759
+115
+18% +$103K 0.22% 105
2024
Q2 		$583K Buy
644
+277
+75% +$222K 0.24% 102
2024
Q1 		$286K Buy
+367
New +$261K 0.16% 143

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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