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Leith Wheeler Investment Counsel’s Eli Lilly LLY Stock Holding History

Leith Wheeler Investment Counsel’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
-387
Closed -$320K – 74
2025
Q1 		$320K Buy
+387
New +$322K 0.02% 64

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

Leith Wheeler Investment Counsel's LLY Position: Q2 2025 in Review

Leith Wheeler Investment Counsel sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 387 shares — an estimated $320K sold.

Leith Wheeler Investment Counsel first reported a position in LLY in Q1 2025 and held it in 1 quarter. The position peaked at $320K in Q1 2025. 3,907 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Leith Wheeler Investment Counsel reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 387 Eli Lilly shares in Q2 2025, an estimated $320K.
  • Leith Wheeler Investment Counsel first reported a position in Eli Lilly in Q1 2025 and held it in 1 quarter.
  • Leith Wheeler Investment Counsel's Eli Lilly position peaked at $320K in Q1 2025.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2025, filed 25 Jul 2025.