Gitterman Wealth Management’s Eli Lilly LLY Stock Holding History

Gitterman 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	$333K	Buy	436 +101	+30%	+$75.2K	0.08%	75
2025 Q2	$261K	Sell	335 -358	-52%	-$278K	0.06%	98
2025 Q1	$572K	Buy	693 +143	+26%	+$119K	0.15%	37
2024 Q4	$424K	Buy	550 +218	+66%	+$181K	0.18%	46
2024 Q3	$294K	Hold	332	–	–	0.12%	66
2024 Q2	$300K	Hold	332	–	–	0.12%	62
2024 Q1	$258K	Buy	+332	New	+$236K	0.1%	73
2023 Q4	–	Sell	-920	Closed	-$494K	–	101
2023 Q3	$494K	Buy	+920	New	+$474K	0.23%	21
2022 Q1	–	Sell	-1,347	Closed	-$372K	–	110
2021 Q4	$372K	Buy	+1,347	New	+$341K	0.28%	46
2021 Q3	–	Sell	-1,410	Closed	-$324K	–	84
2021 Q2	$324K	Buy	+1,410	New	+$283K	0.26%	38

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

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

Gitterman Wealth Management increased its Eli Lilly (LLY) stake by 30% in Q3 2025, buying an estimated $75.2K and bringing the position to 436 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #75.

Gitterman Wealth Management first reported a position in LLY in Q2 2021 and has held it in 10 quarters since. The position peaked at $572K in Q1 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

Gitterman Wealth Management held 436 shares of Eli Lilly worth $333K as of Q3 2025.
Gitterman Wealth Management bought 101 Eli Lilly shares in Q3 2025, an estimated $75.2K.
Eli Lilly made up 0.08% of Gitterman Wealth Management's portfolio in Q3 2025, its #75 holding.
Gitterman Wealth Management first reported a position in Eli Lilly in Q2 2021 and has held it in 10 quarters since.
Gitterman Wealth Management's Eli Lilly position peaked at $572K in Q1 2025.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.