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Meridian Financial’s Eli Lilly LLY Stock Holding History

Meridian Financial’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 		– Sell
-303
Closed -$234K – 124
2024
Q4 		$234K Sell
303
-75
-20% -$62.1K 0.16% 104
2024
Q3 		$335K Hold
378
– – 0.22% 89
2024
Q2 		$342K Sell
378
-40
-10% -$32K 0.25% 74
2024
Q1 		$325K Hold
418
– – 0.24% 83
2023
Q4 		$244K Buy
+418
New +$244K 0.19% 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

Meridian Financial's LLY Position: Q1 2025 in Review

Meridian Financial sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 303 shares — an estimated $234K sold.

Meridian Financial first reported a position in LLY in Q4 2023 and held it in 5 quarters. The position peaked at $342K in Q2 2024. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Meridian Financial reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Meridian Financial sold 303 Eli Lilly shares in Q1 2025, an estimated $234K.
  • Meridian Financial first reported a position in Eli Lilly in Q4 2023 and held it in 5 quarters.
  • Meridian Financial's Eli Lilly position peaked at $342K in Q2 2024.
  • 3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Meridian Financial's 13F filing for Q1 2025, filed 25 Apr 2025.