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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 $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

O'Brien Wealth Partners's LLY Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Eli Lilly (LLY) stake by 0.06% in Q4 2025, selling an estimated $956 and leaving 1,654 shares worth $1.78M. The position accounts for 0.24% of the portfolio, ranked #29.

O'Brien Wealth Partners first reported a position in LLY in Q1 2018 and has held it in 13 quarters since. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • O'Brien Wealth Partners held 1,654 shares of Eli Lilly worth $1.78M as of Q4 2025.
  • O'Brien Wealth Partners sold 1 Eli Lilly share in Q4 2025, an estimated $956.
  • Eli Lilly made up 0.24% of O'Brien Wealth Partners's portfolio in Q4 2025, its #29 holding.
  • O'Brien Wealth Partners first reported a position in Eli Lilly in Q1 2018 and has held it in 13 quarters since.
  • 4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.