Horan Capital Advisors’s Eli Lilly LLY Stock Holding History

Horan Capital 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 Q1	$619K	Hold	750	–	–	0.21%	68
2024 Q4	$579K	Hold	750	–	–	0.2%	69
2024 Q3	$664K	Hold	750	–	–	0.22%	65
2024 Q2	$679K	Hold	750	–	–	0.24%	64
2024 Q1	$583K	Hold	750	–	–	0.21%	69
2023 Q4	$437K	Buy	750 +44	+6%	+$25.7K	0.16%	77
2023 Q3	$379K	Sell	706 -7	-1%	-$3.61K	0.15%	82
2023 Q2	$334K	Hold	713	–	–	0.13%	84
2023 Q1	$245K	Hold	713	–	–	0.1%	94
2022 Q4	$261K	Hold	713	–	–	0.11%	85
2022 Q3	$231K	Hold	713	–	–	0.11%	81
2022 Q2	$231K	Hold	713	–	–	0.11%	83
2022 Q1	$204K	Buy	+713	New	+$183K	0.08%	94
2020 Q4	–	Sell	-617	Closed	-$91K	–	192
2020 Q3	$91K	Buy	+617	New	+$95.5K	0.05%	125
2020 Q1	–	Sell	-617	Closed	-$81K	–	176
2019 Q4	$81K	Hold	617	–	–	0.05%	116
2019 Q3	$69K	Buy	+617	New	+$68.7K	0.04%	126
2019 Q2	–	Sell	-617	Closed	-$80K	–	168
2019 Q1	$80K	Buy	+617	New	+$75K	0.05%	117
2017 Q4	–	Sell	-310	Closed	-$27K	–	177
2017 Q3	$27K	Buy	+310	New	+$25.4K	0.02%	196

Other funds holding LLY

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Horan Capital Advisors's LLY Position: Q1 2025 in Review

Horan Capital Advisors held its Eli Lilly (LLY) position steady in Q1 2025 at 750 shares worth $619K. The position accounts for 0.21% of the portfolio, ranked #68.

Horan Capital Advisors first reported a position in LLY in Q3 2017 and has held it in 18 quarters since. The position peaked at $679K in Q2 2024. 3,921 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

Horan Capital Advisors held 750 shares of Eli Lilly worth $619K as of Q1 2025.
Horan Capital Advisors left its Eli Lilly share count unchanged in Q1 2025.
Eli Lilly made up 0.21% of Horan Capital Advisors's portfolio in Q1 2025, its #68 holding.
Horan Capital Advisors first reported a position in Eli Lilly in Q3 2017 and has held it in 18 quarters since.
Horan Capital Advisors's Eli Lilly position peaked at $679K in Q2 2024.
3,921 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.