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Norris Financial Group’s Eli Lilly LLY Stock Holding History

Norris 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
Q1 		– Sell
-381
Closed -$294K – 96
2024
Q4 		$294K Sell
381
-88
-19% -$72.9K 0.14% 68
2024
Q3 		$416K Buy
469
+201
+75% +$181K 0.2% 58
2024
Q2 		$243K Buy
+268
New +$214K 0.13% 72

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norris Financial Group's LLY Position: Q1 2025 in Review

Norris Financial Group sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 381 shares — an estimated $294K sold.

Norris Financial Group first reported a position in LLY in Q2 2024 and held it in 3 quarters. The position peaked at $416K in Q3 2024. 3,927 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Norris Financial Group reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Norris Financial Group sold 381 Eli Lilly shares in Q1 2025, an estimated $294K.
  • Norris Financial Group first reported a position in Eli Lilly in Q2 2024 and held it in 3 quarters.
  • Norris Financial Group's Eli Lilly position peaked at $416K in Q3 2024.
  • 3,927 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Norris Financial Group's 13F filing for Q1 2025, filed 20 May 2026.