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Kelly Financial Services’s Eli Lilly LLY Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-426
Closed -$332K – 122
2025
Q2 		$332K Buy
426
+12
+3% +$9.32K 0.1% 80
2025
Q1 		$342K Hold
414
– – 0.12% 75
2024
Q4 		$319K Hold
414
– – 0.12% 79
2024
Q3 		$367K Hold
414
– – 0.13% 78
2024
Q2 		$375K Hold
414
– – 0.13% 72
2024
Q1 		$322K Sell
414
-18
-4% -$12.8K 0.12% 82
2023
Q4 		$252K Sell
432
-70
-14% -$40.9K 0.1% 87
2023
Q3 		$270K Hold
502
– – 0.12% 81
2023
Q2 		$235K Sell
502
-84
-14% -$35.2K 0.11% 82
2023
Q1 		$201K Sell
586
-5
-0.8% -$1.69K 0.1% 79
2022
Q4 		$216K Sell
591
-49
-8% -$17.4K 0.11% 82
2022
Q3 		$207K Sell
640
-9
-1% -$2.85K 0.12% 77
2022
Q2 		$211K Sell
649
-5
-0.8% -$1.5K 0.11% 75
2022
Q1 		$187K Hold
654
– – 0.08% 83
2021
Q4 		$181K Sell
654
-6
-0.9% -$1.52K 0.08% 84
2021
Q3 		$153K Sell
660
-150,828
-100% -$37.2M 0.09% 80
2021
Q2 		$660K Buy
151,488
+150,828
+22,853% +$30.3M 0.03% 150
2021
Q1 		$123K Hold
660
– – 0.08% 70
2020
Q4 		$111K Sell
660
-16
-2% -$2.39K 0.08% 63
2020
Q3 		$100K Hold
676
– – 0.07% 54
2020
Q2 		$111K Sell
676
-100
-13% -$15.3K 0.09% 51
2020
Q1 		$108K Hold
776
– – 0.13% 42
2019
Q4 		$102K Hold
776
– – 0.08% 48
2019
Q3 		$86.8K Buy
776
+47
+6% +$5.23K 0.08% 53
2019
Q2 		$80.7K Hold
729
– – 0.07% 56
2019
Q1 		$94.6K Buy
+729
New +$88.6K 0.11% 46

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kelly Financial Services's LLY Position: Q3 2025 in Review

Kelly Financial Services sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 426 shares — an estimated $332K sold.

Kelly Financial Services first reported a position in LLY in Q1 2019 and held it in 26 quarters. The position peaked at $660K in Q2 2021. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Kelly Financial Services reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
  • Kelly Financial Services sold 426 Eli Lilly shares in Q3 2025, an estimated $332K.
  • Kelly Financial Services first reported a position in Eli Lilly in Q1 2019 and held it in 26 quarters.
  • Kelly Financial Services's Eli Lilly position peaked at $660K in Q2 2021.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Kelly Financial Services's 13F filing for Q3 2025, filed 15 Oct 2025.