LFG
LLY icon

Leverty Financial Group’s Eli Lilly LLY Stock Holding History

Leverty Financial Group’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
-1,026
Closed -$847K – 45
2025
Q1 		$847K Hold
1,026
– – 0.35% 18
2024
Q4 		$792K Hold
1,026
– – 0.4% 16
2024
Q3 		$909K Buy
+1,026
New +$922K 0.5% 13
2022
Q1 		– Sell
-106
Closed -$29K – 81
2021
Q4 		$29K Buy
+106
New +$26.9K 0.02% 65

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

Leverty Financial Group's LLY Position: Q2 2025 in Review

Leverty Financial Group sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 1,026 shares — an estimated $847K sold.

Leverty Financial Group first reported a position in LLY in Q4 2021 and held it in 4 quarters. The position peaked at $909K in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Leverty Financial Group reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • Leverty Financial Group sold 1,026 Eli Lilly shares in Q2 2025, an estimated $847K.
  • Leverty Financial Group first reported a position in Eli Lilly in Q4 2021 and held it in 4 quarters.
  • Leverty Financial Group's Eli Lilly position peaked at $909K in Q3 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Leverty Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.