Moser Wealth Advisors’s Eli Lilly LLY Stock Holding History

Moser 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 Q2	$389K	Buy	499 +39	+8%	+$30.3K	0.19%	71
2025 Q1	$380K	Buy	460 +5	+1%	+$4.16K	0.2%	72
2024 Q4	$351K	Hold	455	–	–	0.18%	67
2024 Q3	$403K	Buy	455 +130	+40%	+$117K	0.21%	65
2024 Q2	$294K	Hold	325	–	–	0.16%	68
2024 Q1	$253K	Hold	325	–	–	0.14%	70
2023 Q4	$189K	Hold	325	–	–	0.12%	70
2023 Q3	$175K	Hold	325	–	–	0.12%	67
2023 Q2	$152K	Buy	+325	New	+$136K	0.1%	71
2022 Q4	$110K	Hold	300	–	–	0.08%	73
2022 Q3	$97K	Hold	300	–	–	0.08%	76
2022 Q2	$97K	Hold	300	–	–	0.07%	77
2022 Q1	$86K	Hold	300	–	–	0.05%	81
2021 Q4	$83K	Hold	300	–	–	0.05%	82
2021 Q3	$69K	Hold	300	–	–	0.04%	87
2021 Q2	$69K	Hold	300	–	–	0.04%	89
2021 Q1	$56K	Hold	300	–	–	0.04%	89
2020 Q4	$51K	Hold	300	–	–	0.04%	86
2020 Q3	$44K	Hold	300	–	–	0.04%	86
2020 Q2	$49K	Hold	300	–	–	0.05%	76
2020 Q1	$42K	Hold	300	–	–	0.05%	74
2019 Q4	$39K	Buy	+300	New	+$34.8K	0.04%	97

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moser Wealth Advisors's LLY Position: Q2 2025 in Review

Moser Wealth Advisors increased its Eli Lilly (LLY) stake by 8.5% in Q2 2025, buying an estimated $30.3K and bringing the position to 499 shares worth $389K. The position accounts for 0.19% of the portfolio, ranked #71.

Moser Wealth Advisors first reported a position in LLY in Q4 2019 and has held it in 22 quarters since. The position peaked at $403K in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

Moser Wealth Advisors held 499 shares of Eli Lilly worth $389K as of Q2 2025.
Moser Wealth Advisors bought 39 Eli Lilly shares in Q2 2025, an estimated $30.3K.
Eli Lilly made up 0.19% of Moser Wealth Advisors's portfolio in Q2 2025, its #71 holding.
Moser Wealth Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Eli Lilly position peaked at $403K in Q3 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.