OCM
LLY icon

Objective Capital Management’s Eli Lilly LLY Stock Holding History

Objective Capital Management’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
2024
Q4 		– Sell
-336
Closed -$298K – 150
2024
Q3 		$298K Buy
+336
New +$302K 0.18% 113
2024
Q1 		$239K Buy
+307
New +$218K 0.16% 121

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Objective Capital Management's LLY Position: Q4 2024 in Review

Objective Capital Management sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 336 shares — an estimated $298K sold.

Objective Capital Management first reported a position in LLY in Q1 2024 and held it in 2 quarters. The position peaked at $298K in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Objective Capital Management reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Objective Capital Management sold 336 Eli Lilly shares in Q4 2024, an estimated $298K.
  • Objective Capital Management first reported a position in Eli Lilly in Q1 2024 and held it in 2 quarters.
  • Objective Capital Management's Eli Lilly position peaked at $298K in Q3 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Objective Capital Management's 13F filing for Q4 2024, filed 18 Mar 2025.