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Horst & Graben Wealth Management’s Eli Lilly LLY Stock Holding History

Horst & Graben 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
2026
Q1 		$450K Buy
519
+14
+3% +$14.2K 0.06% 121
2025
Q4 		$543K Buy
505
+6
+1% +$5.74K 0.08% 110
2025
Q3 		$381K Sell
499
-19
-4% -$14.1K 0.06% 124
2025
Q2 		$404K Buy
518
+48
+10% +$37.3K 0.07% 114
2025
Q1 		$388K Buy
470
+44
+10% +$36.6K 0.07% 113
2024
Q4 		$329K Sell
426
-1
-0.2% -$828 0.06% 114
2024
Q3 		$378K Sell
427
-1
-0.2% -$899 0.07% 101
2024
Q2 		$387K Buy
428
+24
+6% +$19.2K 0.07% 97
2024
Q1 		$314K Hold
404
– – 0.06% 108
2023
Q4 		$235K Sell
404
-33
-8% -$19.3K 0.05% 122
2023
Q3 		$235K Sell
437
-14
-3% -$7.21K 0.06% 115
2023
Q2 		$212K Buy
+451
New +$189K 0.05% 121

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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