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My Legacy Advisors’s Eli Lilly LLY Stock Holding History

My Legacy 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 		$729K Buy
922
+364
+65% +$283K 0.26% 107
2025
Q1 		$461K Buy
558
+102
+22% +$84.9K 0.18% 143
2024
Q4 		$341K Buy
456
+225
+97% +$186K 0.13% 161
2024
Q3 		$205K Sell
231
-20
-8% -$18K 0.08% 195
2024
Q2 		$227K Buy
+251
New +$201K 0.07% 200

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

My Legacy Advisors's LLY Position: Q2 2025 in Review

My Legacy Advisors increased its Eli Lilly (LLY) stake by 65% in Q2 2025, buying an estimated $283K and bringing the position to 922 shares worth $729K. The position accounts for 0.26% of the portfolio, ranked #107.

My Legacy Advisors first reported a position in LLY in Q2 2024 and has held it in 5 quarters since. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • My Legacy Advisors held 922 shares of Eli Lilly worth $729K as of Q2 2025.
  • My Legacy Advisors bought 364 Eli Lilly shares in Q2 2025, an estimated $283K.
  • Eli Lilly made up 0.26% of My Legacy Advisors's portfolio in Q2 2025, its #107 holding.
  • My Legacy Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 5 quarters since.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.