Marshall & Sullivan’s Eli Lilly LLY Stock Holding History

Marshall & Sullivan’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	$5.38M	Sell	7,052 -162	-2%	-$121K	2.49%	20
2025 Q2	$5.62M	Sell	7,214 -917	-11%	-$713K	2.7%	17
2025 Q1	$6.72M	Buy	8,131 +75	+0.9%	+$62.4K	3.41%	8
2024 Q4	$6.22M	Buy	8,056 +50	+0.6%	+$41.4K	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%	+$2.52K	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%	+$1.3M	0.9%	30
2020 Q4	$8K	Sell	1,351 -6,649	-83%	-$993K	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	+$435K	0.8%	34

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marshall & Sullivan's LLY Position: Q3 2025 in Review

Marshall & Sullivan reduced its Eli Lilly (LLY) stake by 2.2% in Q3 2025, selling an estimated $121K and leaving 7,052 shares worth $5.38M. The position accounts for 2.49% of the portfolio, ranked #20.

Marshall & Sullivan first reported a position in LLY in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.25M in Q2 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

Marshall & Sullivan held 7,052 shares of Eli Lilly worth $5.38M as of Q3 2025.
Marshall & Sullivan sold 162 Eli Lilly shares in Q3 2025, an estimated $121K.
Eli Lilly made up 2.49% of Marshall & Sullivan's portfolio in Q3 2025, its #20 holding.
Marshall & Sullivan first reported a position in Eli Lilly in Q2 2013 and has held it in 50 quarters since.
Marshall & Sullivan's Eli Lilly position peaked at $7.25M in Q2 2024.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.