Oliver Lagore Vanvalin Investment Group’s Eli Lilly LLY Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$1.62M	Buy	+1,965	New	+$1.53M	0.64%	40
2024 Q4	$1.21M	Buy	1,568 +155	+11%	+$128K	0.31%	64
2024 Q3	$1.25M	Buy	1,413 +166	+13%	+$149K	0.33%	62
2024 Q2	$1.13M	Buy	1,247 +362	+41%	+$290K	0.32%	59
2024 Q1	$689K	Buy	885 +498	+129%	+$354K	0.2%	81
2023 Q4	$226K	Buy	387 +84	+28%	+$49K	0.08%	103
2023 Q3	$163K	Buy	303 +60	+25%	+$30.9K	0.06%	131
2023 Q2	$114K	Buy	243 +15	+7%	+$6.29K	0.04%	164
2023 Q1	$78.3K	Buy	228 +75	+49%	+$25.3K	0.03%	153
2022 Q4	$56K	Sell	153 -2	-1%	-$709	0.03%	174
2022 Q3	$50K	Buy	155 +38	+32%	+$12K	0.03%	168
2022 Q2	$38K	Buy	117 +2	+2%	+$600	0.02%	199
2022 Q1	$33K	Buy	+115	New	+$29.6K	0.02%	204

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's LLY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Eli Lilly (LLY) in Q2 2025: 1,965 shares worth $1.62M. The stake represents 0.64% of the portfolio and ranks #40 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in LLY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in LLY in Q1 2022 and has held it in 13 quarters since. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,965 shares of Eli Lilly worth $1.62M as of Q2 2025.
Eli Lilly was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Eli Lilly made up 0.64% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #40 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Eli Lilly in Q1 2022 and has held it in 13 quarters since.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.