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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Litman Gregory Wealth Management's LLY Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Eli Lilly (LLY) in Q4 2025: 250 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #132 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in LLY as recently as Q1 2025.

Litman Gregory Wealth Management first reported a position in LLY in Q2 2019 and has held it in 12 quarters since. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Litman Gregory Wealth Management held 250 shares of Eli Lilly worth $269K as of Q4 2025.
Eli Lilly was a new Litman Gregory Wealth Management position in Q4 2025.
Eli Lilly made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #132 holding.
Litman Gregory Wealth Management first reported a position in Eli Lilly in Q2 2019 and has held it in 12 quarters since.
4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.