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Iron Horse Wealth Management’s Eli Lilly LLY Stock Holding History

Iron Horse 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
2025
Q2 		$51.4K Hold
66
– – 0.02% 135
2025
Q1 		$54.5K Buy
66
+33
+100% +$27.5K 0.02% 119
2024
Q4 		$25.5K Hold
33
– – 0.01% 160
2024
Q3 		$29.2K Hold
33
– – 0.01% 147
2024
Q2 		$29.9K Hold
33
– – 0.01% 137
2024
Q1 		$25.7K Hold
33
– – 0.01% 118
2023
Q4 		$19.2K Hold
33
– – 0.01% 125
2023
Q3 		$17.7K Buy
+33
New +$17K 0.01% 125

Other funds holding LLY

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 $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Iron Horse Wealth Management's LLY Position: Q2 2025 in Review

Iron Horse Wealth Management held its Eli Lilly (LLY) position steady in Q2 2025 at 66 shares worth $51.4K. The position accounts for 0.02% of the portfolio, ranked #135.

Iron Horse Wealth Management first reported a position in LLY in Q3 2023 and has held it in 8 quarters since. The position peaked at $54.5K in Q1 2025. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Iron Horse Wealth Management held 66 shares of Eli Lilly worth $51.4K as of Q2 2025.
  • Iron Horse Wealth Management left its Eli Lilly share count unchanged in Q2 2025.
  • Eli Lilly made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #135 holding.
  • Iron Horse Wealth Management first reported a position in Eli Lilly in Q3 2023 and has held it in 8 quarters since.
  • Iron Horse Wealth Management's Eli Lilly position peaked at $54.5K in Q1 2025.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.