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Impact Asset Management’s Eli Lilly LLY Stock Holding History

Impact Asset 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
Q1 		$8.08M Buy
9,780
+260
+3% +$216K 3.16% 5
2024
Q4 		$7.35M Buy
9,520
+1,890
+25% +$1.56M 2.9% 7
2024
Q3 		$6.76M Buy
+7,630
New +$6.86M 2.6% 13

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Impact Asset Management's LLY Position: Q1 2025 in Review

Impact Asset Management increased its Eli Lilly (LLY) stake by 2.7% in Q1 2025, buying an estimated $216K and bringing the position to 9,780 shares worth $8.08M. The position accounts for 3.16% of the portfolio, ranked #5.

Impact Asset Management first reported a position in LLY in Q3 2024 and has held it in 3 quarters since. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Impact Asset Management held 9,780 shares of Eli Lilly worth $8.08M as of Q1 2025.
  • Impact Asset Management bought 260 Eli Lilly shares in Q1 2025, an estimated $216K.
  • Eli Lilly made up 3.16% of Impact Asset Management's portfolio in Q1 2025, its #5 holding.
  • Impact Asset Management first reported a position in Eli Lilly in Q3 2024 and has held it in 3 quarters since.
  • 3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.