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Hemington Wealth Management’s Eli Lilly LLY Stock Holding History

Hemington 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
Q3 		$714K Sell
937
-9
-1% -$6.7K 0.09% 66
2025
Q2 		$737K Sell
946
-39
-4% -$30.3K 0.11% 65
2025
Q1 		$813K Buy
985
+124
+14% +$103K 0.13% 59
2024
Q4 		$664K Buy
861
+3
+0.3% +$2.48K 0.17% 62
2024
Q3 		$711K Sell
858
-33
-4% -$29.7K 0.19% 58
2024
Q2 		$806K Buy
891
+46
+5% +$36.8K 0.27% 53
2024
Q1 		$658K Buy
845
+43
+5% +$30.6K 0.24% 58
2023
Q4 		$468K Sell
802
-32
-4% -$18.7K 0.18% 67
2023
Q3 		$447K Sell
834
-168
-17% -$86.6K 0.21% 58
2023
Q2 		$469K Sell
1,002
-45
-4% -$18.9K 0.19% 60
2023
Q1 		$359K Buy
1,047
+19
+2% +$6.41K 0.14% 72
2022
Q4 		$376K Buy
1,028
+17
+2% +$6.03K 0.16% 65
2022
Q3 		$327K Buy
1,011
+14
+1% +$4.44K 0.14% 64
2022
Q2 		$323K Buy
997
+17
+2% +$5.1K 0.13% 76
2022
Q1 		$281K Buy
+980
New +$252K 0.09% 92
2021
Q4 		– Sell
-989
Closed -$229K – 92
2021
Q3 		$229K Buy
989
+15
+2% +$3.7K 0.08% 89
2021
Q2 		$224K Buy
+974
New +$196K 0.1% 84

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hemington Wealth Management's LLY Position: Q3 2025 in Review

Hemington Wealth Management reduced its Eli Lilly (LLY) stake by 0.95% in Q3 2025, selling an estimated $6.7K and leaving 937 shares worth $714K. The position accounts for 0.09% of the portfolio, ranked #66.

Hemington Wealth Management first reported a position in LLY in Q2 2021 and has held it in 17 quarters since. The position peaked at $813K in Q1 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Hemington Wealth Management held 937 shares of Eli Lilly worth $714K as of Q3 2025.
  • Hemington Wealth Management sold 9 Eli Lilly shares in Q3 2025, an estimated $6.7K.
  • Eli Lilly made up 0.09% of Hemington Wealth Management's portfolio in Q3 2025, its #66 holding.
  • Hemington Wealth Management first reported a position in Eli Lilly in Q2 2021 and has held it in 17 quarters since.
  • Hemington Wealth Management's Eli Lilly position peaked at $813K in Q1 2025.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.