Marshall & Sullivan’s Eli Lilly LLY Stock Holding History

Marshall & Sullivan’s Portfolio LLY Stock Details LLY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.62M	Sell	7,214 -917	-11%	-$715K	2.7%	17
2025 Q1	$6.72M	Buy	8,131 +75	+0.9%	+$61.9K	3.41%	8
2024 Q4	$6.22M	Buy	8,056 +50	+0.6%	+$38.6K	3.04%	13
2024 Q3	$7.09M	Hold	8,006	–	–	3.41%	9
2024 Q2	$7.25M	Hold	8,006	–	–	3.62%	5
2024 Q1	$6.23M	Hold	8,006	–	–	3.08%	11
2023 Q4	$4.67M	Hold	8,006	–	–	2.47%	23
2023 Q3	$4.3M	Hold	8,006	–	–	2.51%	25
2023 Q2	$3.75M	Buy	8,006 +6	+0.1%	+$2.81K	2.1%	26
2023 Q1	$2.75M	Hold	8,000	–	–	1.66%	27
2022 Q4	$2.93M	Hold	8,000	–	–	1.84%	26
2022 Q3	$2.59M	Hold	8,000	–	–	1.79%	27
2022 Q2	$2.59M	Hold	8,000	–	–	1.58%	29
2022 Q1	$2.29M	Hold	8,000	–	–	1.28%	29
2021 Q4	$2.21M	Hold	8,000	–	–	1.07%	32
2021 Q3	$1.85M	Hold	8,000	–	–	0.96%	32
2021 Q2	$1.84M	Hold	8,000	–	–	1.02%	30
2021 Q1	$1.5M	Buy	8,000 +6,649	+492%	+$1.24M	0.9%	30
2020 Q4	$8K	Sell	1,351 -6,649	-83%	-$39.4K	0.79%	27
2020 Q3	$1.18M	Hold	8,000	–	–	0.8%	31
2020 Q2	$1.31M	Hold	8,000	–	–	0.96%	31
2020 Q1	$1.11M	Hold	8,000	–	–	0.99%	30
2019 Q4	$1.05M	Hold	8,000	–	–	0.72%	32
2019 Q3	$895K	Hold	8,000	–	–	0.66%	31
2019 Q2	$886K	Hold	8,000	–	–	0.63%	33
2019 Q1	$1.04M	Hold	8,000	–	–	0.76%	32
2018 Q4	$926K	Hold	8,000	–	–	0.8%	33
2018 Q3	$858K	Hold	8,000	–	–	0.62%	35
2018 Q2	$683K	Hold	8,000	–	–	0.63%	33
2018 Q1	$619K	Hold	8,000	–	–	0.5%	36
2017 Q4	$676K	Hold	8,000	–	–	0.54%	37
2017 Q3	$655K	Hold	8,000	–	–	0.61%	36
2017 Q2	$658K	Hold	8,000	–	–	0.57%	36
2017 Q1	$644K	Hold	8,000	–	–	0.56%	37
2016 Q4	$588K	Hold	8,000	–	–	0.72%	33
2016 Q3	$642K	Hold	8,000	–	–	0.83%	33
2016 Q2	$360K	Hold	8,000	–	–	0.46%	32
2016 Q1	$576K	Hold	8,000	–	–	0.73%	32
2015 Q4	$674K	Hold	8,000	–	–	0.89%	31
2015 Q3	$645K	Hold	8,000	–	–	0.84%	31
2015 Q2	$668K	Hold	8,000	–	–	0.9%	31
2015 Q1	$581K	Hold	8,000	–	–	0.75%	32
2014 Q4	$551K	Hold	8,000	–	–	0.68%	34
2014 Q3	$518K	Hold	8,000	–	–	0.73%	32
2014 Q2	$497K	Hold	8,000	–	–	0.83%	32
2014 Q1	$470K	Hold	8,000	–	–	0.85%	31
2013 Q4	$408K	Hold	8,000	–	–	0.75%	31
2013 Q3	$403K	Hold	8,000	–	–	0.75%	34
2013 Q2	$393K	Buy	+8,000	New	+$393K	0.8%	34