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Left Brain Wealth Management’s Eli Lilly LLY Stock Holding History

Left Brain 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
2025
Q2 		– Sell
-4,617
Closed -$3.81M – 107
2025
Q1 		$3.81M Sell
4,617
-199
-4% -$166K 1.66% 23
2024
Q4 		$3.72M Buy
4,816
+3,623
+304% +$3M 1.4% 26
2024
Q3 		$1.06M Buy
1,193
+231
+24% +$208K 0.49% 43
2024
Q2 		$871K Buy
962
+44
+5% +$35.2K 0.41% 45
2024
Q1 		$714K Buy
+918
New +$653K 0.35% 50

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Left Brain Wealth Management's LLY Position: Q2 2025 in Review

Left Brain Wealth Management sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 4,617 shares — an estimated $3.81M sold.

Left Brain Wealth Management first reported a position in LLY in Q1 2024 and held it in 5 quarters. The position peaked at $3.81M in Q1 2025. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Left Brain Wealth Management reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 4,617 Eli Lilly shares in Q2 2025, an estimated $3.81M.
  • Left Brain Wealth Management first reported a position in Eli Lilly in Q1 2024 and held it in 5 quarters.
  • Left Brain Wealth Management's Eli Lilly position peaked at $3.81M in Q1 2025.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Left Brain Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.