LIS
LLY icon

Legacy Investment Solutions’s Eli Lilly LLY Stock Holding History

Legacy Investment Solutions’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 		$5.46K Buy
+7
New +$5.44K ﹤0.01% 390
2024
Q4 		$6.15K Buy
+7
New +$5.8K ﹤0.01% 357

Other funds holding LLY

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
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

Legacy Investment Solutions's LLY Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Eli Lilly (LLY) in Q2 2025: 7 shares worth $5.46K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in LLY as recently as Q4 2024.

Legacy Investment Solutions first reported a position in LLY in Q4 2024 and has held it in 2 quarters since. The position peaked at $6.15K in Q4 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Legacy Investment Solutions held 7 shares of Eli Lilly worth $5.46K as of Q2 2025.
  • Eli Lilly was a new Legacy Investment Solutions position in Q2 2025.
  • Eli Lilly made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #390 holding.
  • Legacy Investment Solutions first reported a position in Eli Lilly in Q4 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Eli Lilly position peaked at $6.15K in Q4 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.