GFG
LLY icon

Greenberg Financial Group’s Eli Lilly LLY Stock Holding History

Greenberg Financial 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 		$267K Buy
+248
New +$237K 0.11% 87
2025
Q2 		– Sell
-248
Closed -$228K – 133
2025
Q1 		$228K Buy
+248
New +$206K 0.09% 95

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Greenberg Financial Group's LLY Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Eli Lilly (LLY) in Q4 2025: 248 shares worth $267K. The stake represents 0.11% of the portfolio and ranks #87 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in LLY as recently as Q1 2025.

Greenberg Financial Group first reported a position in LLY in Q1 2025 and has held it in 2 quarters since. 4,432 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Greenberg Financial Group held 248 shares of Eli Lilly worth $267K as of Q4 2025.
  • Eli Lilly was a new Greenberg Financial Group position in Q4 2025.
  • Eli Lilly made up 0.11% of Greenberg Financial Group's portfolio in Q4 2025, its #87 holding.
  • Greenberg Financial Group first reported a position in Eli Lilly in Q1 2025 and has held it in 2 quarters since.
  • 4,432 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.