PAWA
LLY icon

Palo Alto Wealth Advisors’s Eli Lilly LLY Stock Holding History

Palo Alto Wealth Advisors’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 		$717K Buy
726
+18
+3% +$13.4K 0.21% 30
2025
Q2 		$552K Sell
708
-4
-0.6% -$3.11K 0.21% 31
2025
Q1 		$532K Buy
712
+20
+3% +$16.6K 0.21% 29
2024
Q4 		$535K Buy
+692
New +$573K 0.19% 28

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 $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Palo Alto Wealth Advisors's LLY Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Eli Lilly (LLY) stake by 2.5% in Q3 2025, buying an estimated $13.4K and bringing the position to 726 shares worth $717K. The position accounts for 0.21% of the portfolio, ranked #30.

Palo Alto Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 4 quarters since. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Palo Alto Wealth Advisors held 726 shares of Eli Lilly worth $717K as of Q3 2025.
  • Palo Alto Wealth Advisors bought 18 Eli Lilly shares in Q3 2025, an estimated $13.4K.
  • Eli Lilly made up 0.21% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #30 holding.
  • Palo Alto Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 4 quarters since.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.