Gray Wealth Management’s Eli Lilly LLY Stock Holding History

Gray 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
2024 Q4	$1.31M	Sell	1,695 -42	-2%	-$34.8K	0.5%	43
2024 Q3	$1.54M	Buy	1,737 +9	+0.5%	+$8.09K	0.61%	38
2024 Q2	$1.56M	Sell	1,728 -16	-0.9%	-$12.8K	0.68%	35
2024 Q1	$1.36M	Buy	1,744 +40	+2%	+$28.5K	0.61%	38
2023 Q4	$993K	Buy	1,704 +12	+0.7%	+$7K	0.48%	40
2023 Q3	$909K	Buy	1,692 +20	+1%	+$10.3K	0.47%	46
2023 Q2	$784K	Buy	1,672 +295	+21%	+$124K	0.39%	50
2023 Q1	$473K	Buy	1,377 +354	+35%	+$119K	0.26%	66
2022 Q4	$374K	Buy	1,023 +360	+54%	+$128K	0.22%	71
2022 Q3	$214K	Buy	+663	New	+$210K	0.14%	105

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Gray Wealth Management's LLY Position: Q4 2024 in Review

Gray Wealth Management reduced its Eli Lilly (LLY) stake by 2.4% in Q4 2024, selling an estimated $34.8K and leaving 1,695 shares worth $1.31M. The position accounts for 0.5% of the portfolio, ranked #43.

Gray Wealth Management first reported a position in LLY in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.56M in Q2 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

Gray Wealth Management held 1,695 shares of Eli Lilly worth $1.31M as of Q4 2024.
Gray Wealth Management sold 42 Eli Lilly shares in Q4 2024, an estimated $34.8K.
Eli Lilly made up 0.5% of Gray Wealth Management's portfolio in Q4 2024, its #43 holding.
Gray Wealth Management first reported a position in Eli Lilly in Q3 2022 and has held it in 10 quarters since.
Gray Wealth Management's Eli Lilly position peaked at $1.56M in Q2 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.