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Montrusco Bolton Investments’s Eli Lilly LLY Stock Holding History

Montrusco Bolton Investments’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
Q4 		– Sell
-70,389
Closed -$53.7M – 75
2025
Q3 		$53.7M Buy
70,389
+10,621
+18% +$7.9M 0.63% 29
2025
Q2 		$46.6M Buy
+59,768
New +$46.4M 0.52% 30
2015
Q4 		– Sell
-4,680
Closed -$392K – 81
2015
Q3 		$392K Buy
4,680
+480
+11% +$40.5K 0.03% 68
2015
Q2 		$351K Buy
+4,200
New +$320K 0.03% 68

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Montrusco Bolton Investments's LLY Position: Q4 2025 in Review

Montrusco Bolton Investments sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 70,389 shares — an estimated $53.7M sold.

Montrusco Bolton Investments first reported a position in LLY in Q2 2015 and held it in 4 quarters. The position peaked at $53.7M in Q3 2025. 4,430 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Montrusco Bolton Investments reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • Montrusco Bolton Investments sold 70,389 Eli Lilly shares in Q4 2025, an estimated $53.7M.
  • Montrusco Bolton Investments first reported a position in Eli Lilly in Q2 2015 and held it in 4 quarters.
  • Montrusco Bolton Investments's Eli Lilly position peaked at $53.7M in Q3 2025.
  • 4,430 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Montrusco Bolton Investments's 13F filing for Q4 2025, filed 29 Jan 2026.