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Marcum Wealth’s Eli Lilly LLY Stock Holding History

Marcum Wealth’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
Q1 		$2.79M Buy
3,375
+22
+0.7% +$18.3K 0.24% 48
2024
Q4 		$2.59M Buy
3,353
+209
+7% +$173K 0.22% 51
2024
Q3 		$2.79M Buy
3,144
+247
+9% +$222K 0.26% 45
2024
Q2 		$2.62M Sell
2,897
-20
-0.7% -$16K 0.26% 44
2024
Q1 		$2.27M Buy
2,917
+196
+7% +$139K 0.23% 48
2023
Q4 		$1.59M Buy
2,721
+155
+6% +$90.5K 0.17% 66
2023
Q3 		$1.38M Sell
2,566
-101
-4% -$52K 0.17% 69
2023
Q2 		$1.25M Buy
2,667
+61
+2% +$25.6K 0.15% 77
2023
Q1 		$895K Buy
2,606
+34
+1% +$11.5K 0.11% 105
2022
Q4 		$941K Sell
2,572
-1,572
-38% -$557K 0.12% 91
2022
Q3 		$1.34M Buy
4,144
+43
+1% +$13.6K 0.2% 60
2022
Q2 		$1.33M Buy
4,101
+343
+9% +$103K 0.2% 63
2022
Q1 		$1.08M Sell
3,758
-42
-1% -$10.8K 0.15% 90
2021
Q4 		$1.05M Buy
3,800
+11
+0.3% +$2.79K 0.15% 100
2021
Q3 		$875K Sell
3,789
-483
-11% -$119K 0.14% 105
2021
Q2 		$981K Buy
4,272
+187
+5% +$37.6K 0.16% 98
2021
Q1 		$763K Buy
4,085
+802
+24% +$157K 0.13% 120
2020
Q4 		$554K Buy
3,283
+143
+5% +$21.4K 0.13% 61
2020
Q3 		$465K Sell
3,140
-1,816
-37% -$281K 0.14% 51
2020
Q2 		$814K Buy
4,956
+3,405
+220% +$523K 0.25% 41
2020
Q1 		$215K Buy
1,551
+10
+0.6% +$1.37K 0.08% 83
2019
Q4 		$203K Buy
+1,541
New +$179K 0.08% 98

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marcum Wealth's LLY Position: Q1 2025 in Review

Marcum Wealth increased its Eli Lilly (LLY) stake by 0.66% in Q1 2025, buying an estimated $18.3K and bringing the position to 3,375 shares worth $2.79M. The position accounts for 0.24% of the portfolio, ranked #48.

Marcum Wealth first reported a position in LLY in Q4 2019 and has held it in 22 quarters since. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Marcum Wealth held 3,375 shares of Eli Lilly worth $2.79M as of Q1 2025.
  • Marcum Wealth bought 22 Eli Lilly shares in Q1 2025, an estimated $18.3K.
  • Eli Lilly made up 0.24% of Marcum Wealth's portfolio in Q1 2025, its #48 holding.
  • Marcum Wealth first reported a position in Eli Lilly in Q4 2019 and has held it in 22 quarters since.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.