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Lloyd Advisory Services’s Eli Lilly LLY Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		$294K Buy
320
+281
+721% +$285K 0.08% 114
2025
Q4 		$41.9K Buy
+39
New +$37.3K 0.02% 257
2024
Q2 		– Sell
-2,485
Closed -$1.93M – 151
2024
Q1 		$1.93M Buy
2,485
+1,970
+383% +$1.4M 0.41% 31
2023
Q4 		$300K Sell
515
-1,202
-70% -$702K 0.14% 86
2023
Q3 		$922K Buy
+1,717
New +$885K 0.3% 75
2022
Q2 		– Sell
-161
Closed -$46K – 358
2022
Q1 		$46K Buy
+161
New +$41.4K 0.02% 239
2020
Q1 		– Sell
-16
Closed -$2K – 351
2019
Q4 		$2K Buy
+16
New +$1.85K ﹤0.01% 306

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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