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LM Advisors’s Eli Lilly LLY Stock Holding History

LM 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
2026
Q1 		$5.1K Sell
4,692
-801
-15% -$812K 0.08% 127
2025
Q4 		$5.11K Buy
5,493
+458
+9% +$438K 0.09% 124
2025
Q3 		$3.84M Buy
5,035
+4
+0.1% +$2.98K 0.55% 36
2025
Q2 		$3.92M Sell
5,031
-847
-14% -$658K 0.5% 30
2025
Q1 		$4.86M Sell
5,878
-260
-4% -$216K 0.87% 20
2024
Q4 		$4.74M Buy
6,138
+1,254
+26% +$1.04M 0.85% 21
2024
Q3 		$4.33M Sell
4,884
-110
-2% -$98.9K 0.88% 22
2024
Q2 		$4.52M Sell
4,994
-326
-6% -$261K 0.01% 42
2024
Q1 		$4.14M Sell
5,320
-48
-0.9% -$34.2K 0.66% 30
2023
Q4 		$3.13M Buy
+5,368
New +$3.13M 0.63% 33

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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