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Helium Advisors’s Eli Lilly LLY Stock Holding History

Helium Advisors’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 		– Sell
-277
Closed -$212K – 89
2025
Q3 		$212K Sell
277
-341
-55% -$254K 0.18% 84
2025
Q2 		$482K Sell
618
-70
-10% -$54.4K 0.3% 52
2025
Q1 		$568K Hold
688
– – 0.41% 43
2024
Q4 		$531K Buy
+688
New +$570K 0.42% 45

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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Helium Advisors's LLY Position: Q4 2025 in Review

Helium Advisors sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 277 shares — an estimated $212K sold.

Helium Advisors first reported a position in LLY in Q4 2024 and held it in 4 quarters. The position peaked at $568K in Q1 2025. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Helium Advisors reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • Helium Advisors sold 277 Eli Lilly shares in Q4 2025, an estimated $212K.
  • Helium Advisors first reported a position in Eli Lilly in Q4 2024 and held it in 4 quarters.
  • Helium Advisors's Eli Lilly position peaked at $568K in Q1 2025.
  • 4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Helium Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.