L.M. Kohn & Company’s Eli Lilly LLY Stock Holding History

L.M. Kohn & Company’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	$351K	Sell	460 -2,064	-82%	-$1.54M	0.42%	73
2025 Q2	$1.97M	Sell	2,524 -64	-2%	-$49.7K	0.53%	32
2025 Q1	$2.14M	Buy	2,588 +41	+2%	+$34.1K	0.56%	33
2024 Q4	$1.97M	Sell	2,547 -178	-7%	-$147K	0.51%	40
2024 Q3	$2.41M	Buy	2,725 +323	+13%	+$290K	0.61%	32
2024 Q2	$2.17M	Buy	2,402 +210	+10%	+$168K	0.59%	27
2024 Q1	$1.71M	Buy	2,192 +281	+15%	+$200K	0.48%	42
2023 Q4	$1.11M	Sell	1,911 -25	-1%	-$14.6K	0.36%	57
2023 Q3	$1.04M	Buy	1,936 +110	+6%	+$56.7K	0.38%	55
2023 Q2	$856K	Buy	1,826 +397	+28%	+$166K	0.32%	74
2023 Q1	$491K	Buy	1,429 +591	+71%	+$199K	0.2%	114
2022 Q4	$307K	Buy	838 +189	+29%	+$67K	0.14%	153
2022 Q3	$210K	Buy	+649	New	+$206K	0.1%	188

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

L.M. Kohn & Company's LLY Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Eli Lilly (LLY) stake by 82% in Q3 2025, selling an estimated $1.54M and leaving 460 shares worth $351K. The position accounts for 0.42% of the portfolio, ranked #73.

L.M. Kohn & Company first reported a position in LLY in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.41M in Q3 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

L.M. Kohn & Company held 460 shares of Eli Lilly worth $351K as of Q3 2025.
L.M. Kohn & Company sold 2,064 Eli Lilly shares in Q3 2025, an estimated $1.54M.
Eli Lilly made up 0.42% of L.M. Kohn & Company's portfolio in Q3 2025, its #73 holding.
L.M. Kohn & Company first reported a position in Eli Lilly in Q3 2022 and has held it in 13 quarters since.
L.M. Kohn & Company's Eli Lilly position peaked at $2.41M in Q3 2024.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.