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Long Run Wealth Advisors’s Eli Lilly LLY Stock Holding History

Long Run Wealth 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
2025
Q4 		$458K Buy
426
+145
+52% +$139K 0.09% 79
2025
Q3 		$214K Hold
281
– – 0.04% 103
2025
Q2 		$219K Buy
281
+1
+0.4% +$777 0.05% 98
2025
Q1 		$232K Buy
+280
New +$233K 0.05% 95
2024
Q4 		– Sell
-232
Closed -$206K – 108
2024
Q3 		$206K Buy
232
+1
+0.4% +$899 0.05% 101
2024
Q2 		$209K Buy
+231
New +$185K 0.05% 98

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 $5.72T 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
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

Long Run Wealth Advisors's LLY Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Eli Lilly (LLY) stake by 52% in Q4 2025, buying an estimated $139K and bringing the position to 426 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #79.

Long Run Wealth Advisors first reported a position in LLY in Q2 2024 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Long Run Wealth Advisors held 426 shares of Eli Lilly worth $458K as of Q4 2025.
  • Long Run Wealth Advisors bought 145 Eli Lilly shares in Q4 2025, an estimated $139K.
  • Eli Lilly made up 0.09% of Long Run Wealth Advisors's portfolio in Q4 2025, its #79 holding.
  • Long Run Wealth Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 6 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.