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Lindbrook Capital’s Eli Lilly LLY Stock Holding History

Lindbrook Capital’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
Q1 		$5.42M Buy
6,563
+233
+4% +$194K 0.5% 30
2024
Q4 		$4.89M Sell
6,330
-519
-8% -$430K 0.44% 36
2024
Q3 		$6.07M Buy
6,849
+163
+2% +$147K 0.54% 30
2024
Q2 		$6.05M Buy
6,686
+392
+6% +$314K 0.57% 29
2024
Q1 		$4.9M Buy
6,294
+136
+2% +$96.8K 0.46% 42
2023
Q4 		$3.59M Buy
6,158
+585
+10% +$341K 0.36% 50
2023
Q3 		$2.99M Buy
5,573
+310
+6% +$160K 0.33% 51
2023
Q2 		$2.47M Buy
5,263
+254
+5% +$107K 0.26% 62
2023
Q1 		$1.72M Sell
5,009
-171
-3% -$57.7K 0.2% 74
2022
Q4 		$1.89M Buy
5,180
+85
+2% +$30.1K 0.23% 72
2022
Q3 		$1.65M Buy
5,095
+307
+6% +$97.3K 0.28% 44
2022
Q2 		$1.55M Buy
4,788
+3,548
+286% +$1.07M 0.26% 49
2022
Q1 		$355K Buy
1,240
+113
+10% +$29.1K 0.05% 200
2021
Q4 		$311K Hold
1,127
– – 0.05% 219
2021
Q3 		$260K Buy
1,127
+33
+3% +$8.14K 0.07% 123
2021
Q2 		$251K Sell
1,094
-557
-34% -$112K 0.06% 140
2021
Q1 		$308K Buy
1,651
+176
+12% +$34.4K 0.07% 119
2020
Q4 		$249K Sell
1,475
-45
-3% -$6.72K 0.06% 123
2020
Q3 		$225K Buy
1,520
+165
+12% +$25.5K 0.06% 118
2020
Q2 		$222K Buy
1,355
+102
+8% +$15.7K 0.07% 107
2020
Q1 		$174K Sell
1,253
-263
-17% -$36.1K 0.07% 114
2019
Q4 		$199K Sell
1,516
-5
-0.3% -$580 0.07% 146
2019
Q3 		$170K Buy
1,521
+68
+5% +$7.57K 0.06% 159
2019
Q2 		$160K Sell
1,453
-278
-16% -$32.7K 0.06% 165
2019
Q1 		$224K Buy
1,731
+827
+91% +$101K 0.09% 115
2018
Q4 		$104K Buy
+904
New +$101K 0.05% 195

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lindbrook Capital's LLY Position: Q1 2025 in Review

Lindbrook Capital increased its Eli Lilly (LLY) stake by 3.7% in Q1 2025, buying an estimated $194K and bringing the position to 6,563 shares worth $5.42M. The position accounts for 0.5% of the portfolio, ranked #30.

Lindbrook Capital first reported a position in LLY in Q4 2018 and has held it in 26 quarters since. The position peaked at $6.07M in Q3 2024. 3,921 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Lindbrook Capital held 6,563 shares of Eli Lilly worth $5.42M as of Q1 2025.
  • Lindbrook Capital bought 233 Eli Lilly shares in Q1 2025, an estimated $194K.
  • Eli Lilly made up 0.5% of Lindbrook Capital's portfolio in Q1 2025, its #30 holding.
  • Lindbrook Capital first reported a position in Eli Lilly in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Eli Lilly position peaked at $6.07M in Q3 2024.
  • 3,921 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.