LIG
LLY icon

Lokken Investment Group’s Eli Lilly LLY Stock Holding History

Lokken Investment Group’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 		$3.12M Sell
4,090
-1,329
-25% -$989K 1.07% 24
2025
Q2 		$4.22M Sell
5,419
-197
-4% -$153K 1.63% 18
2025
Q1 		$4.64M Buy
5,616
+1,510
+37% +$1.26M 1.96% 16
2024
Q4 		$3.17M Sell
4,106
-63
-2% -$52.2K 1.37% 18
2024
Q3 		$3.69M Sell
4,169
-30
-0.7% -$27K 1.54% 17
2024
Q2 		$3.8M Sell
4,199
-337
-7% -$270K 1.79% 15
2024
Q1 		$3.53M Sell
4,536
-224
-5% -$159K 1.76% 15
2023
Q4 		$2.77M Hold
4,760
– – 1.57% 15
2023
Q3 		$2.56M Sell
4,760
-4
-0.1% -$2.06K 1.68% 15
2023
Q2 		$2.23M Sell
4,764
-153
-3% -$64.2K 1.46% 18
2023
Q1 		$1.69M Sell
4,917
-95
-2% -$32K 1.28% 19
2022
Q4 		$1.83M Buy
5,012
+71
+1% +$25.2K 1.45% 20
2022
Q3 		$1.6M Buy
4,941
+1
+0% +$317 1.38% 22
2022
Q2 		$1.6M Sell
4,940
-106
-2% -$31.8K 1.3% 20
2022
Q1 		$1.47M Buy
5,046
+40
+0.8% +$10.3K 1.17% 22
2021
Q4 		$1.38M Buy
5,006
+388
+8% +$98.4K 0.99% 24
2021
Q3 		$1.07M Sell
4,618
-124
-3% -$30.6K 0.85% 28
2021
Q2 		$1.09M Buy
4,742
+1
+0% +$201 0.88% 27
2021
Q1 		$886K Sell
4,741
-419
-8% -$82K 0.78% 31
2020
Q4 		$871K Buy
+5,160
New +$770K 0.8% 28

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 $5.72T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lokken Investment Group's LLY Position: Q3 2025 in Review

Lokken Investment Group reduced its Eli Lilly (LLY) stake by 25% in Q3 2025, selling an estimated $989K and leaving 4,090 shares worth $3.12M. The position accounts for 1.07% of the portfolio, ranked #24.

Lokken Investment Group first reported a position in LLY in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.64M in Q1 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Lokken Investment Group held 4,090 shares of Eli Lilly worth $3.12M as of Q3 2025.
  • Lokken Investment Group sold 1,329 Eli Lilly shares in Q3 2025, an estimated $989K.
  • Eli Lilly made up 1.07% of Lokken Investment Group's portfolio in Q3 2025, its #24 holding.
  • Lokken Investment Group first reported a position in Eli Lilly in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Eli Lilly position peaked at $4.64M in Q1 2025.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.