Oldfather Financial Services’s Eli Lilly LLY Stock Holding History

Oldfather Financial Services’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	$343K	Buy	+319	New	+$305K	0.1%	77

Other funds holding LLY

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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Oldfather Financial Services's LLY Position: Q4 2025 in Review

Oldfather Financial Services opened a new position in Eli Lilly (LLY) in Q4 2025: 319 shares worth $343K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings.

4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Oldfather Financial Services held 319 shares of Eli Lilly worth $343K as of Q4 2025.
Eli Lilly was a new Oldfather Financial Services position in Q4 2025.
Eli Lilly made up 0.1% of Oldfather Financial Services's portfolio in Q4 2025, its #77 holding.
4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.