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Litman Gregory Wealth Management’s Eli Lilly LLY Stock Holding History

Litman Gregory Wealth Management’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
Q4 		$269K Buy
+250
New +$239K 0.02% 132
2025
Q2 		– Sell
-250
Closed -$206K – 141
2025
Q1 		$206K Buy
+250
New +$208K 0.02% 133
2024
Q4 		– Sell
-250
Closed -$221K – 141
2024
Q3 		$221K Hold
250
– – 0.02% 132
2024
Q2 		$226K Buy
+250
New +$200K 0.02% 125
2021
Q2 		– Sell
-25
Closed -$5K – 135
2021
Q1 		$5K Hold
25
– – ﹤0.01% 164
2020
Q4 		$4K Sell
25
-29
-54% -$4.33K ﹤0.01% 172
2020
Q3 		$8K Buy
54
+29
+116% +$4.49K ﹤0.01% 153
2020
Q2 		$4K Hold
25
– – ﹤0.01% 152
2020
Q1 		$3K Hold
25
– – ﹤0.01% 146
2019
Q4 		$3K Sell
25
-200
-89% -$23.2K ﹤0.01% 191
2019
Q3 		$25K Sell
225
-200
-47% -$22.3K 0.01% 97
2019
Q2 		$47K Buy
+425
New +$50K 0.01% 91

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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return