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Kelly Lawrence W & Associates’s Eli Lilly LLY Stock Holding History

Kelly Lawrence W & 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 		$209K Hold
227
– – 0.06% 79
2025
Q4 		$244K Sell
227
-20
-8% -$19.1K 0.06% 76
2025
Q3 		$189K Hold
247
– – 0.05% 87
2025
Q2 		$193K Hold
247
– – 0.05% 83
2025
Q1 		$204K Hold
247
– – 0.05% 82
2024
Q4 		$191K Hold
247
– – 0.04% 84
2024
Q3 		$219K Hold
247
– – 0.05% 84
2024
Q2 		$224K Hold
247
– – 0.05% 78
2024
Q1 		$193K Hold
247
– – 0.04% 81
2023
Q4 		$144K Hold
247
– – 0.03% 89
2023
Q3 		$133K Hold
247
– – 0.04% 87
2023
Q2 		$112K Sell
247
-500
-67% -$210K 0.03% 86
2023
Q1 		$257K Buy
+747
New +$252K 0.07% 66
2018
Q1 		– Sell
-1,250
Closed -$106K – 150
2017
Q4 		$106K Hold
1,250
– – 0.02% 103
2017
Q3 		$107K Hold
1,250
– – 0.02% 104
2017
Q2 		$103K Hold
1,250
– – 0.02% 102
2017
Q1 		$105K Hold
1,250
– – 0.02% 109
2016
Q4 		$92K Hold
1,250
– – 0.02% 110
2016
Q3 		$100K Hold
1,250
– – 0.02% 113
2016
Q2 		$98K Hold
1,250
– – 0.02% 115
2016
Q1 		$90K Hold
1,250
– – 0.02% 110
2015
Q4 		$105K Buy
+1,250
New +$104K 0.02% 107

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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