Greenhouse Wealth Management’s Eli Lilly LLY Stock Holding History

Greenhouse 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 Q2	–	Sell	-794	Closed	-$653K	–	58
2025 Q1	$653K	Hold	794	–	–	0.49%	28
2024 Q4	$613K	Hold	794	–	–	0.41%	34
2024 Q3	$698K	Hold	794	–	–	0.47%	28
2024 Q2	$719K	Hold	794	–	–	0.52%	29
2024 Q1	$617K	Sell	794 -90	-10%	-$64K	0.46%	29
2023 Q4	$515K	Sell	884 -9	-1%	-$5.25K	0.42%	31
2023 Q3	$480K	Hold	893	–	–	0.43%	30
2023 Q2	$419K	Hold	893	–	–	0.37%	35
2023 Q1	$307K	Hold	893	–	–	0.29%	38
2022 Q4	$327K	Buy	893 +40	+5%	+$14.2K	0.33%	36
2022 Q3	$276K	Hold	853	–	–	0.31%	37
2022 Q2	$276K	Hold	853	–	–	0.3%	37
2022 Q1	$244K	Buy	853 +1	+0.1%	+$257	0.23%	45
2021 Q4	$235K	Buy	+852	New	+$216K	0.21%	45
2021 Q1	–	Sell	-852	Closed	-$144K	–	89
2020 Q4	$144K	Buy	+852	New	+$127K	0.14%	63

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Greenhouse Wealth Management's LLY Position: Q2 2025 in Review

Greenhouse Wealth Management sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 794 shares — an estimated $653K sold.

Greenhouse Wealth Management first reported a position in LLY in Q4 2020 and held it in 15 quarters. The position peaked at $719K in Q2 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

Greenhouse Wealth Management reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
Greenhouse Wealth Management sold 794 Eli Lilly shares in Q2 2025, an estimated $653K.
Greenhouse Wealth Management first reported a position in Eli Lilly in Q4 2020 and held it in 15 quarters.
Greenhouse Wealth Management's Eli Lilly position peaked at $719K in Q2 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Greenhouse Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.