JPLA
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Joseph P. Lucia & Associates’s Eli Lilly LLY Stock Holding History

Joseph P. Lucia & Associates’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 		$298K Hold
324
– – 0.11% 133
2025
Q4 		$348K Sell
324
-30
-8% -$28.7K 0.13% 125
2025
Q3 		$270K Sell
354
-124
-26% -$92.3K 0.1% 136
2025
Q2 		$372K Buy
478
+27
+6% +$21K 0.15% 112
2025
Q1 		$372K Buy
451
+19
+4% +$15.8K 0.17% 101
2024
Q4 		$334K Sell
432
-167
-28% -$138K 0.15% 99
2024
Q3 		$531K Buy
599
+268
+81% +$241K 0.24% 78
2024
Q2 		$300K Buy
331
+30
+10% +$24K 0.15% 93
2024
Q1 		$234K Buy
+301
New +$214K 0.13% 107

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
VPM
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