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Monograph Wealth Advisors’s Eli Lilly LLY Stock Holding History

Monograph Wealth Advisors’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
-286
Closed -$221K – 121
2024
Q4 		$221K Buy
+286
New +$237K 0.03% 106
2024
Q2 		– Sell
-651
Closed -$506K – 141
2024
Q1 		$506K Buy
+651
New +$463K 0.07% 96
2023
Q1 		– Sell
-2,420
Closed -$885K – 92
2022
Q4 		$885K Buy
+2,420
New +$858K 0.23% 34

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

Monograph Wealth Advisors's LLY Position: Q1 2025 in Review

Monograph Wealth Advisors sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 286 shares — an estimated $221K sold.

Monograph Wealth Advisors first reported a position in LLY in Q4 2022 and held it in 3 quarters. The position peaked at $885K in Q4 2022. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Monograph Wealth Advisors reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Monograph Wealth Advisors sold 286 Eli Lilly shares in Q1 2025, an estimated $221K.
  • Monograph Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and held it in 3 quarters.
  • Monograph Wealth Advisors's Eli Lilly position peaked at $885K in Q4 2022.
  • 3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Monograph Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.