One Plus One Wealth Management’s Eli Lilly LLY Stock Holding History

One Plus One Wealth 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
2025 Q3	–	Sell	-600	Closed	-$468K	–	99
2025 Q2	$468K	Hold	600	–	–	0.25%	64
2025 Q1	$496K	Sell	600 -94	-14%	-$78.2K	0.27%	62
2024 Q4	$536K	Hold	694	–	–	0.31%	57
2024 Q3	$615K	Sell	694 -206	-23%	-$185K	0.36%	56
2024 Q2	$815K	Hold	900	–	–	0.47%	44
2024 Q1	$700K	Hold	900	–	–	0.4%	51
2023 Q4	$525K	Hold	900	–	–	0.32%	53
2023 Q3	$483K	Hold	900	–	–	0.31%	52
2023 Q2	$422K	Hold	900	–	–	0.27%	58
2023 Q1	$309K	Sell	900 -60	-6%	-$20.2K	0.22%	68
2022 Q4	$351K	Hold	960	–	–	0.25%	64
2022 Q3	$310K	Hold	960	–	–	0.25%	61
2022 Q2	$311K	Hold	960	–	–	0.24%	68
2022 Q1	$275K	Hold	960	–	–	0.18%	74
2021 Q4	$265K	Hold	960	–	–	0.18%	81
2021 Q3	$222K	Hold	960	–	–	0.16%	79
2021 Q2	$220K	Buy	+960	New	+$193K	0.15%	78

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

One Plus One Wealth Management's LLY Position: Q3 2025 in Review

One Plus One Wealth Management sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 600 shares — an estimated $468K sold.

One Plus One Wealth Management first reported a position in LLY in Q2 2021 and held it in 17 quarters. The position peaked at $815K in Q2 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

One Plus One Wealth Management reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
One Plus One Wealth Management sold 600 Eli Lilly shares in Q3 2025, an estimated $468K.
One Plus One Wealth Management first reported a position in Eli Lilly in Q2 2021 and held it in 17 quarters.
One Plus One Wealth Management's Eli Lilly position peaked at $815K in Q2 2024.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on One Plus One Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.