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New Century Financial Group’s Eli Lilly LLY Stock Holding History

New Century Financial Group’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
-273
Closed -$208K – 35
2025
Q3 		$208K Sell
273
-172
-39% -$128K 0.37% 60
2025
Q2 		$347K Buy
+445
New +$346K 0.41% 62
2025
Q1 		– Sell
-2,823
Closed -$2.21M – 239
2024
Q4 		$2.21M Sell
2,823
-234
-8% -$194K 0.94% 16
2024
Q3 		$2.71M Buy
3,057
+872
+40% +$784K 0.99% 15
2024
Q2 		$1.98M Buy
2,185
+199
+10% +$159K 0.84% 20
2024
Q1 		$1.55M Buy
1,986
+780
+65% +$555K 1.07% 14
2023
Q4 		$703K Buy
+1,206
New +$704K 0.61% 55

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

New Century Financial Group's LLY Position: Q4 2025 in Review

New Century Financial Group sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 273 shares — an estimated $208K sold.

New Century Financial Group first reported a position in LLY in Q4 2023 and held it in 7 quarters. The position peaked at $2.71M in Q3 2024. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • New Century Financial Group reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 273 Eli Lilly shares in Q4 2025, an estimated $208K.
  • New Century Financial Group first reported a position in Eli Lilly in Q4 2023 and held it in 7 quarters.
  • New Century Financial Group's Eli Lilly position peaked at $2.71M in Q3 2024.
  • 4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.