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Parkworth Wealth Management’s Eli Lilly LLY Stock Holding History

Parkworth 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
Q2 		$17.9K Buy
23
+12
+109% +$9.32K 0.01% 130
2025
Q1 		$9.09K Hold
11
– – 0.01% 135
2024
Q4 		$8.49K Buy
+11
New +$9.11K 0.01% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parkworth Wealth Management's LLY Position: Q2 2025 in Review

Parkworth Wealth Management increased its Eli Lilly (LLY) stake by 109% in Q2 2025, buying an estimated $9.32K and bringing the position to 23 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #130.

Parkworth Wealth Management first reported a position in LLY in Q4 2024 and has held it in 3 quarters since. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Parkworth Wealth Management held 23 shares of Eli Lilly worth $17.9K as of Q2 2025.
  • Parkworth Wealth Management bought 12 Eli Lilly shares in Q2 2025, an estimated $9.32K.
  • Eli Lilly made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #130 holding.
  • Parkworth Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 3 quarters since.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.