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Lane & Associates’s Eli Lilly LLY Stock Holding History

Lane & 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
2025
Q1 		$2.09M Sell
2,537
-59
-2% -$49.1K 1.13% 26
2024
Q4 		$2.11M Sell
2,596
-65
-2% -$53.8K 1.09% 26
2024
Q3 		$2.36M Buy
2,661
+66
+3% +$59.3K 1.28% 22
2024
Q2 		$2.35M Sell
2,595
-28
-1% -$22.4K 1.39% 20
2024
Q1 		$2.04M Hold
2,623
– – 1.28% 22
2023
Q4 		$1.53M Buy
2,623
+14
+0.5% +$8.17K 1.11% 25
2023
Q3 		$1.4M Buy
2,609
+17
+0.7% +$8.76K 1.13% 23
2023
Q2 		$1.22M Sell
2,592
-7
-0.3% -$2.94K 0.97% 27
2023
Q1 		$892K Buy
2,599
+16
+0.6% +$5.4K 0.8% 33
2022
Q4 		$945K Buy
+2,583
New +$916K 0.9% 29

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lane & Associates's LLY Position: Q1 2025 in Review

Lane & Associates reduced its Eli Lilly (LLY) stake by 2.3% in Q1 2025, selling an estimated $49.1K and leaving 2,537 shares worth $2.09M. The position accounts for 1.13% of the portfolio, ranked #26.

Lane & Associates first reported a position in LLY in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.36M in Q3 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Lane & Associates held 2,537 shares of Eli Lilly worth $2.09M as of Q1 2025.
  • Lane & Associates sold 59 Eli Lilly shares in Q1 2025, an estimated $49.1K.
  • Eli Lilly made up 1.13% of Lane & Associates's portfolio in Q1 2025, its #26 holding.
  • Lane & Associates first reported a position in Eli Lilly in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Eli Lilly position peaked at $2.36M in Q3 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.