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Gimbal Financial’s Eli Lilly LLY Stock Holding History

Gimbal Financial’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 		$10.8M Sell
14,094
-3,066
-18% -$2.28M 6.46% 7
2025
Q2 		$13.4M Sell
17,160
-835
-5% -$649K 8.22% 7
2025
Q1 		$14.9M Sell
17,995
-133
-0.7% -$111K 13.41% 4
2024
Q4 		$14M Hold
18,128
– – 11.43% 3
2024
Q3 		$16.2M Sell
18,128
-73
-0.4% -$65.6K 10.49% 4
2024
Q2 		$17M Sell
18,201
-414
-2% -$331K 12.51% 3
2024
Q1 		$14.5M Sell
18,615
-170
-0.9% -$121K 11.85% 3
2023
Q4 		$11M Buy
+18,785
New +$11M 10.98% 5

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
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

Gimbal Financial's LLY Position: Q3 2025 in Review

Gimbal Financial reduced its Eli Lilly (LLY) stake by 18% in Q3 2025, selling an estimated $2.28M and leaving 14,094 shares worth $10.8M. The position accounts for 6.46% of the portfolio, ranked #7.

Gimbal Financial first reported a position in LLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $17M in Q2 2024. 3,898 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Gimbal Financial held 14,094 shares of Eli Lilly worth $10.8M as of Q3 2025.
  • Gimbal Financial sold 3,066 Eli Lilly shares in Q3 2025, an estimated $2.28M.
  • Eli Lilly made up 6.46% of Gimbal Financial's portfolio in Q3 2025, its #7 holding.
  • Gimbal Financial first reported a position in Eli Lilly in Q4 2023 and has held it in 8 quarters since.
  • Gimbal Financial's Eli Lilly position peaked at $17M in Q2 2024.
  • 3,898 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.