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Lowe Wealth Advisors’s Eli Lilly LLY Stock Holding History

Lowe 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
Q2 		– Sell
-6
Closed -$4.96K – 368
2025
Q1 		$4.96K Hold
6
– – ﹤0.01% 285
2024
Q4 		$4.63K Buy
+6
New +$4.97K ﹤0.01% 284
2016
Q4 		– Sell
-200
Closed -$16K – 240
2016
Q3 		$16K Buy
+200
New +$16K 0.01% 113

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lowe Wealth Advisors's LLY Position: Q2 2025 in Review

Lowe Wealth Advisors sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 6 shares — an estimated $4.96K sold.

Lowe Wealth Advisors first reported a position in LLY in Q3 2016 and held it in 3 quarters. The position peaked at $16K in Q3 2016. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Lowe Wealth Advisors reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • Lowe Wealth Advisors sold 6 Eli Lilly shares in Q2 2025, an estimated $4.96K.
  • Lowe Wealth Advisors first reported a position in Eli Lilly in Q3 2016 and held it in 3 quarters.
  • Lowe Wealth Advisors's Eli Lilly position peaked at $16K in Q3 2016.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Lowe Wealth Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.