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Lakeshore Financial Planning’s Eli Lilly LLY Stock Holding History

Lakeshore Financial Planning’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
-355
Closed -$277K – 84
2025
Q2 		$277K Buy
355
+95
+37% +$73.8K 0.11% 57
2025
Q1 		$215K Buy
+260
New +$216K 0.09% 71
2024
Q4 		– Sell
-360
Closed -$319K – 80
2024
Q3 		$319K Buy
+360
New +$324K 0.14% 51
2023
Q4 		– Sell
-489
Closed -$263K – 66
2023
Q3 		$263K Buy
+489
New +$252K 0.15% 48

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Lakeshore Financial Planning's LLY Position: Q3 2025 in Review

Lakeshore Financial Planning sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 355 shares — an estimated $277K sold.

Lakeshore Financial Planning first reported a position in LLY in Q3 2023 and held it in 4 quarters. The position peaked at $319K in Q3 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Lakeshore Financial Planning reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
  • Lakeshore Financial Planning sold 355 Eli Lilly shares in Q3 2025, an estimated $277K.
  • Lakeshore Financial Planning first reported a position in Eli Lilly in Q3 2023 and held it in 4 quarters.
  • Lakeshore Financial Planning's Eli Lilly position peaked at $319K in Q3 2024.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Lakeshore Financial Planning's 13F filing for Q3 2025, filed 14 Nov 2025.