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IronOak Wealth’s Eli Lilly LLY Stock Holding History

IronOak Wealth’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 		$2.03M Buy
+2,606
New +$2.03M 1.97% 18
2024
Q4 		$1.31M Buy
+1,695
New +$1.4M 1.47% 27

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IronOak Wealth's LLY Position: Q2 2025 in Review

IronOak Wealth opened a new position in Eli Lilly (LLY) in Q2 2025: 2,606 shares worth $2.03M. The stake represents 1.97% of the portfolio and ranks #18 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in LLY as recently as Q4 2024.

IronOak Wealth first reported a position in LLY in Q4 2024 and has held it in 2 quarters since. 3,914 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • IronOak Wealth held 2,606 shares of Eli Lilly worth $2.03M as of Q2 2025.
  • Eli Lilly was a new IronOak Wealth position in Q2 2025.
  • Eli Lilly made up 1.97% of IronOak Wealth's portfolio in Q2 2025, its #18 holding.
  • IronOak Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 2 quarters since.
  • 3,914 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.