O'Brien Wealth Partners’s Eli Lilly LLY Stock Holding History

O'Brien Wealth Partners’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	$1.78M	Sell	1,654 -1	-0.1%	-$956	0.24%	29
2025 Q3	$1.26M	Buy	1,655 +1,608	+3,421%	+$1.2M	0.17%	31
2025 Q2	$36.6K	Sell	47 -12	-20%	-$9.32K	0.01%	67
2025 Q1	$48.7K	Buy	59 +12	+26%	+$9.98K	0.01%	62
2024 Q4	$36.3K	Hold	47	–	–	0.01%	60
2024 Q3	$41.7K	Sell	47 -5	-10%	-$4.5K	0.01%	59
2024 Q2	$47.1K	Buy	52 +5	+11%	+$4K	0.01%	54
2024 Q1	$36.6K	Sell	47 -28	-37%	-$19.9K	0.01%	57
2023 Q4	$43.7K	Buy	75 +31	+70%	+$18.1K	0.01%	56
2023 Q3	$23.6K	Buy	+44	New	+$22.7K	0.01%	52
2018 Q4	–	Sell	-50	Closed	-$5K	–	143
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	158
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	76
2018 Q1	$4K	Buy	+50	New	+$4.03K	﹤0.01%	146

Other funds holding LLY

Lilly Endowment

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

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