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Parkside Advisors’s Eli Lilly LLY Stock Holding History

Parkside 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
Q2 		$298K Hold
382
– – 0.07% 73
2025
Q1 		$315K Hold
382
– – 0.08% 66
2024
Q4 		$295K Hold
382
– – 0.07% 71
2024
Q3 		$338K Hold
382
– – 0.08% 65
2024
Q2 		$346K Hold
382
– – 0.09% 64
2024
Q1 		$297K Hold
382
– – 0.08% 70
2023
Q4 		$223K Hold
382
– – 0.06% 73
2023
Q3 		$205K Buy
+382
New +$197K 0.06% 79

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parkside Advisors's LLY Position: Q2 2025 in Review

Parkside Advisors held its Eli Lilly (LLY) position steady in Q2 2025 at 382 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #73.

Parkside Advisors first reported a position in LLY in Q3 2023 and has held it in 8 quarters since. The position peaked at $346K in Q2 2024. 3,914 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Parkside Advisors held 382 shares of Eli Lilly worth $298K as of Q2 2025.
  • Parkside Advisors left its Eli Lilly share count unchanged in Q2 2025.
  • Eli Lilly made up 0.07% of Parkside Advisors's portfolio in Q2 2025, its #73 holding.
  • Parkside Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 8 quarters since.
  • Parkside Advisors's Eli Lilly position peaked at $346K in Q2 2024.
  • 3,914 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.