John Armitage’s Eli Lilly LLY Stock Holding History

John Armitage’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	–	Sell	-492,808	Closed	-$407M	–	30
2025 Q1	$407M	Buy	492,808 +211,827	+75%	+$176M	4.7%	9
2024 Q4	$217M	Buy	+280,981	New	+$233M	2.51%	18

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

John Armitage's LLY Position: Q2 2025 in Review

John Armitage sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 492,808 shares — an estimated $407M sold.

John Armitage first reported a position in LLY in Q4 2024 and held it in 2 quarters. The position peaked at $407M in Q1 2025. 3,913 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

John Armitage reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
John Armitage sold 492,808 Eli Lilly shares in Q2 2025, an estimated $407M.
John Armitage first reported a position in Eli Lilly in Q4 2024 and held it in 2 quarters.
John Armitage's Eli Lilly position peaked at $407M in Q1 2025.
3,913 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Egerton Capital (UK)'s 13F filing for Q2 2025, filed 12 Aug 2025.