Intelligence Driven Advisers’s Eli Lilly LLY Stock Holding History

Intelligence Driven Advisers’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	$438K	Sell	476 -10	-2%	-$10.1K	0.08%	70
2025 Q4	$522K	Sell	486 -15	-3%	-$14.3K	0.07%	71
2025 Q3	$382K	Sell	501 -49	-9%	-$36.5K	0.05%	77
2025 Q2	$429K	Sell	550 -552	-50%	-$429K	0.06%	71
2025 Q1	$910K	Sell	1,102 -669	-38%	-$557K	0.18%	44
2024 Q4	$1.37M	Sell	1,771 -22	-1%	-$18.2K	0.26%	35
2024 Q3	$1.59M	Buy	1,793 +594	+50%	+$534K	0.23%	32
2024 Q2	$1.09M	Sell	1,199 -51	-4%	-$40.8K	0.15%	43
2024 Q1	$972K	Sell	1,250 -50	-4%	-$35.6K	0.14%	39
2023 Q4	$839K	Buy	1,300 +373	+40%	+$218K	0.14%	39
2023 Q3	$493K	Buy	927 +138	+17%	+$71.1K	0.09%	53
2023 Q2	$365K	Buy	789 +134	+20%	+$56.2K	0.06%	63
2023 Q1	$237K	Sell	655 -364	-36%	-$123K	0.04%	80
2022 Q4	$370K	Buy	1,019 +5	+0.5%	+$1.77K	0.07%	65
2022 Q3	$338K	Buy	1,014 +369	+57%	+$117K	0.07%	83
2022 Q2	$213K	Buy	+645	New	+$194K	0.04%	95

Other funds holding LLY

Lilly Endowment

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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