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Merriman Wealth Management’s Eli Lilly LLY Stock Holding History

Merriman Wealth Management’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
2024
Q4 		$283K Sell
366
-604
-62% -$500K 0.01% 174
2024
Q3 		$859K Buy
970
+20
+2% +$18K 0.03% 109
2024
Q2 		$860K Buy
950
+25
+3% +$20K 0.04% 105
2024
Q1 		$719K Buy
+925
New +$658K 0.03% 117

Other funds holding LLY

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Merriman Wealth Management's LLY Position: Q4 2024 in Review

Merriman Wealth Management reduced its Eli Lilly (LLY) stake by 62% in Q4 2024, selling an estimated $500K and leaving 366 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #174.

Merriman Wealth Management first reported a position in LLY in Q1 2024 and has held it in 4 quarters since. The position peaked at $860K in Q2 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Merriman Wealth Management held 366 shares of Eli Lilly worth $283K as of Q4 2024.
  • Merriman Wealth Management sold 604 Eli Lilly shares in Q4 2024, an estimated $500K.
  • Eli Lilly made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #174 holding.
  • Merriman Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 4 quarters since.
  • Merriman Wealth Management's Eli Lilly position peaked at $860K in Q2 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.