Gries Financial’s Eli Lilly LLY Stock Holding History

Gries Financial’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	$874K	Sell	1,145 -842	-42%	-$627K	0.14%	140
2025 Q2	$1.55M	Sell	1,987 -115	-5%	-$89.4K	0.28%	86
2025 Q1	$1.74M	Sell	2,102 -68	-3%	-$56.6K	0.34%	71
2024 Q4	$1.68M	Sell	2,170 -21	-1%	-$17.4K	0.3%	79
2024 Q3	$1.94M	Buy	2,191 +1,057	+93%	+$950K	0.36%	68
2024 Q2	$1.03M	Sell	1,134 -694	-38%	-$555K	0.21%	108
2024 Q1	$1.42M	Buy	1,828 +1,343	+277%	+$956K	0.24%	108
2023 Q4	$283K	Sell	485 -114	-19%	-$66.5K	0.06%	173
2023 Q3	$322K	Sell	599 -90	-13%	-$46.4K	0.09%	146
2023 Q2	$323K	Hold	689	–	–	0.09%	139
2023 Q1	$237K	Buy	689 +27	+4%	+$9.11K	0.07%	150
2022 Q4	$242K	Buy	+662	New	+$235K	0.08%	140

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 $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gries Financial's LLY Position: Q3 2025 in Review

Gries Financial reduced its Eli Lilly (LLY) stake by 42% in Q3 2025, selling an estimated $627K and leaving 1,145 shares worth $874K. The position accounts for 0.14% of the portfolio, ranked #140.

Gries Financial first reported a position in LLY in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.94M in Q3 2024. 3,903 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

Gries Financial held 1,145 shares of Eli Lilly worth $874K as of Q3 2025.
Gries Financial sold 842 Eli Lilly shares in Q3 2025, an estimated $627K.
Eli Lilly made up 0.14% of Gries Financial's portfolio in Q3 2025, its #140 holding.
Gries Financial first reported a position in Eli Lilly in Q4 2022 and has held it in 12 quarters since.
Gries Financial's Eli Lilly position peaked at $1.94M in Q3 2024.
3,903 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.