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Heritage Wealth Partners’s Eli Lilly LLY Stock Holding History

Heritage Wealth Partners’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
Q1 		$477K Sell
578
-424
-42% -$353K 0.73% 30
2024
Q4 		$773K Buy
1,002
+29
+3% +$24K 0.97% 27
2024
Q3 		$862K Sell
973
-364
-27% -$327K 1.01% 25
2024
Q2 		$1.21M Buy
+1,337
New +$1.07M 1.75% 14

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Wealth Partners's LLY Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Eli Lilly (LLY) stake by 42% in Q1 2025, selling an estimated $353K and leaving 578 shares worth $477K. The position accounts for 0.73% of the portfolio, ranked #30.

Heritage Wealth Partners first reported a position in LLY in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.21M in Q2 2024. 3,927 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Heritage Wealth Partners held 578 shares of Eli Lilly worth $477K as of Q1 2025.
  • Heritage Wealth Partners sold 424 Eli Lilly shares in Q1 2025, an estimated $353K.
  • Eli Lilly made up 0.73% of Heritage Wealth Partners's portfolio in Q1 2025, its #30 holding.
  • Heritage Wealth Partners first reported a position in Eli Lilly in Q2 2024 and has held it in 4 quarters since.
  • Heritage Wealth Partners's Eli Lilly position peaked at $1.21M in Q2 2024.
  • 3,927 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.