GWSG
LLY icon

GPS Wealth Strategies Group’s Eli Lilly LLY Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$1.3M Sell
1,213
-1,502
-55% -$1.44M 1.11% 21
2025
Q3 		$2.07M Sell
2,715
-20
-0.7% -$14.9K 0.22% 69
2025
Q2 		$2.13M Buy
2,735
+89
+3% +$69.2K 0.25% 66
2025
Q1 		$2.19M Sell
2,646
-266
-9% -$221K 0.29% 61
2024
Q4 		$2.25M Buy
2,912
+82
+3% +$67.9K 0.29% 58
2024
Q3 		$2.51M Buy
2,830
+9
+0.3% +$8.09K 0.33% 53
2024
Q2 		$2.55M Buy
2,821
+190
+7% +$152K 0.38% 42
2024
Q1 		$2.05M Sell
2,631
-277
-10% -$197K 0.33% 61
2023
Q4 		$1.69M Buy
2,908
+781
+37% +$456K 0.31% 63
2023
Q3 		$1.14M Buy
2,127
+291
+16% +$150K 0.22% 85
2023
Q2 		$861K Buy
1,836
+1,018
+124% +$427K 0.16% 109
2023
Q1 		$281K Buy
+818
New +$276K 0.06% 194
2022
Q4 		– Sell
-515
Closed -$167K – 669
2022
Q3 		$167K Buy
515
+40
+8% +$12.7K 0.04% 224
2022
Q2 		$154K Buy
475
+59
+14% +$17.7K 0.04% 241
2022
Q1 		$119K Sell
416
-101
-20% -$26K 0.03% 277
2021
Q4 		$143K Sell
517
-147
-22% -$37.3K 0.03% 245
2021
Q3 		$153K Buy
664
+20
+3% +$4.94K 0.04% 230
2021
Q2 		$148K Sell
644
-4
-0.6% -$803 0.04% 248
2021
Q1 		$121K Buy
+648
New +$127K 0.04% 248

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
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
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

GPS Wealth Strategies Group's LLY Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Eli Lilly (LLY) stake by 55% in Q4 2025, selling an estimated $1.44M and leaving 1,213 shares worth $1.3M. The position accounts for 1.11% of the portfolio, ranked #21.

GPS Wealth Strategies Group first reported a position in LLY in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.55M in Q2 2024. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • GPS Wealth Strategies Group held 1,213 shares of Eli Lilly worth $1.3M as of Q4 2025.
  • GPS Wealth Strategies Group sold 1,502 Eli Lilly shares in Q4 2025, an estimated $1.44M.
  • Eli Lilly made up 1.11% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #21 holding.
  • GPS Wealth Strategies Group first reported a position in Eli Lilly in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Eli Lilly position peaked at $2.55M in Q2 2024.
  • 4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.