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Gutierrez Wealth Advisory’s Eli Lilly LLY Stock Holding History

Gutierrez Wealth Advisory’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
-347
Closed -$287K – 60
2025
Q1 		$287K Buy
347
+20
+6% +$16.6K 0.23% 34
2024
Q4 		$252K Buy
+327
New +$271K 0.21% 39

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 $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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gutierrez Wealth Advisory's LLY Position: Q2 2025 in Review

Gutierrez Wealth Advisory sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 347 shares — an estimated $287K sold.

Gutierrez Wealth Advisory first reported a position in LLY in Q4 2024 and held it in 2 quarters. The position peaked at $287K in Q1 2025. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Gutierrez Wealth Advisory reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • Gutierrez Wealth Advisory sold 347 Eli Lilly shares in Q2 2025, an estimated $287K.
  • Gutierrez Wealth Advisory first reported a position in Eli Lilly in Q4 2024 and held it in 2 quarters.
  • Gutierrez Wealth Advisory's Eli Lilly position peaked at $287K in Q1 2025.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.