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Lion Street Advisors’s Eli Lilly LLY Stock Holding History

Lion Street Advisors’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
-531
Closed -$414K – 305
2025
Q2 		$414K Buy
531
+21
+4% +$16.3K 0.13% 172
2025
Q1 		$421K Buy
510
+56
+12% +$46.6K 0.13% 166
2024
Q4 		$351K Buy
454
+6
+1% +$4.97K 0.11% 182
2024
Q3 		$397K Buy
448
+10
+2% +$8.99K 0.14% 165
2024
Q2 		$396K Sell
438
-8
-2% -$6.4K 0.15% 148
2024
Q1 		$260K Hold
446
– – 0.11% 201
2023
Q4 		$260K Sell
446
-5
-1% -$2.92K 0.11% 201
2023
Q3 		$243K Buy
+451
New +$232K 0.08% 212
2020
Q2 		– Sell
-92
Closed -$13K – 236
2020
Q1 		$13K Buy
+92
New +$12.6K 0.07% 134

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lion Street Advisors's LLY Position: Q3 2025 in Review

Lion Street Advisors sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 531 shares — an estimated $414K sold.

Lion Street Advisors first reported a position in LLY in Q1 2020 and held it in 9 quarters. The position peaked at $421K in Q1 2025. 3,903 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Lion Street Advisors reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 531 Eli Lilly shares in Q3 2025, an estimated $414K.
  • Lion Street Advisors first reported a position in Eli Lilly in Q1 2020 and held it in 9 quarters.
  • Lion Street Advisors's Eli Lilly position peaked at $421K in Q1 2025.
  • 3,903 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.