Legacy CG’s Eli Lilly LLY Stock Holding History

Legacy CG’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	-2,358	Closed	-$1.84M	–	52
2025 Q2	$1.84M	Sell	2,358 -4,637	-66%	-$3.6M	0.55%	44
2025 Q1	$5.78M	Buy	+6,995	New	+$5.82M	1.87%	21

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

Legacy CG's LLY Position: Q3 2025 in Review

Legacy CG sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 2,358 shares — an estimated $1.84M sold.

Legacy CG first reported a position in LLY in Q1 2025 and held it in 2 quarters. The position peaked at $5.78M in Q1 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

Legacy CG reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
Legacy CG sold 2,358 Eli Lilly shares in Q3 2025, an estimated $1.84M.
Legacy CG first reported a position in Eli Lilly in Q1 2025 and held it in 2 quarters.
Legacy CG's Eli Lilly position peaked at $5.78M in Q1 2025.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Legacy CG's 13F filing for Q3 2025, filed 23 Oct 2025.