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Kolinsky Wealth Management’s Eli Lilly LLY Stock Holding History

Kolinsky Wealth Management’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
2024
Q4 		$339K Buy
439
+14
+3% +$11.6K 0.21% 106
2024
Q3 		$377K Buy
425
+72
+20% +$64.7K 0.24% 94
2024
Q2 		$320K Buy
353
+95
+37% +$76K 0.23% 103
2024
Q1 		$201K Buy
+258
New +$184K 0.15% 141
2022
Q2 		– Sell
-784
Closed -$225K – 137
2022
Q1 		$225K Sell
784
-17
-2% -$4.38K 0.22% 121
2021
Q4 		$221K Buy
+801
New +$203K 0.2% 127

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Kolinsky Wealth Management's LLY Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Eli Lilly (LLY) stake by 3.3% in Q4 2024, buying an estimated $11.6K and bringing the position to 439 shares worth $339K. The position accounts for 0.21% of the portfolio, ranked #106.

Kolinsky Wealth Management first reported a position in LLY in Q4 2021 and has held it in 6 quarters since. The position peaked at $377K in Q3 2024. 3,913 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Kolinsky Wealth Management held 439 shares of Eli Lilly worth $339K as of Q4 2024.
  • Kolinsky Wealth Management bought 14 Eli Lilly shares in Q4 2024, an estimated $11.6K.
  • Eli Lilly made up 0.21% of Kolinsky Wealth Management's portfolio in Q4 2024, its #106 holding.
  • Kolinsky Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 6 quarters since.
  • Kolinsky Wealth Management's Eli Lilly position peaked at $377K in Q3 2024.
  • 3,913 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.