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J.W. Coons Advisors’s Eli Lilly LLY Stock Holding History

J.W. Coons Advisors’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 		$1.45M Sell
1,866
-149
-7% -$116K 0.33% 77
2025
Q1 		$1.66M Sell
2,015
-101
-5% -$84K 0.44% 60
2024
Q4 		$1.63M Buy
2,116
+10
+0.5% +$8.28K 0.42% 59
2024
Q3 		$1.87M Sell
2,106
-5
-0.2% -$4.5K 0.47% 57
2024
Q2 		$1.91M Sell
2,111
-108
-5% -$86.4K 0.46% 54
2024
Q1 		$1.73M Sell
2,219
-105
-5% -$74.7K 0.39% 58
2023
Q4 		$1.35M Buy
2,324
+90
+4% +$52.5K 0.37% 62
2023
Q3 		$1.2M Hold
2,234
– – 0.35% 70
2023
Q2 		$1.05M Buy
2,234
+20
+0.9% +$8.39K 0.29% 83
2023
Q1 		$760K Sell
2,214
-173
-7% -$58.3K 0.22% 108
2022
Q4 		$873K Buy
2,387
+21
+0.9% +$7.45K 0.26% 92
2022
Q3 		$765K Buy
2,366
+133
+6% +$42.1K 0.29% 94
2022
Q2 		$721K Sell
2,233
-371
-14% -$111K 0.25% 100
2022
Q1 		$743K Buy
2,604
+215
+9% +$55.3K 0.22% 118
2021
Q4 		$661K Sell
2,389
-189
-7% -$47.9K 0.2% 123
2021
Q3 		$597K Buy
2,578
+305
+13% +$75.3K 0.2% 123
2021
Q2 		$522K Buy
2,273
+465
+26% +$93.4K 0.18% 135
2021
Q1 		$338K Buy
1,808
+195
+12% +$38.1K 0.12% 161
2020
Q4 		$273K Buy
1,613
+126
+8% +$18.8K 0.1% 172
2020
Q3 		$222K Buy
1,487
+255
+21% +$39.5K 0.09% 181
2020
Q2 		$203K Buy
+1,232
New +$189K 0.09% 190

Other funds holding LLY

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
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

J.W. Coons Advisors's LLY Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Eli Lilly (LLY) stake by 7.4% in Q2 2025, selling an estimated $116K and leaving 1,866 shares worth $1.45M. The position accounts for 0.33% of the portfolio, ranked #77.

J.W. Coons Advisors first reported a position in LLY in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.91M in Q2 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • J.W. Coons Advisors held 1,866 shares of Eli Lilly worth $1.45M as of Q2 2025.
  • J.W. Coons Advisors sold 149 Eli Lilly shares in Q2 2025, an estimated $116K.
  • Eli Lilly made up 0.33% of J.W. Coons Advisors's portfolio in Q2 2025, its #77 holding.
  • J.W. Coons Advisors first reported a position in Eli Lilly in Q2 2020 and has held it in 21 quarters since.
  • J.W. Coons Advisors's Eli Lilly position peaked at $1.91M in Q2 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.