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Passumpsic Savings Bank’s Eli Lilly LLY Stock Holding History

Passumpsic Savings Bank’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
Q4 		$2.63M Buy
+2,448
New +$2.34M 1.44% 30
2024
Q4 		$1.93M Sell
2,495
-55
-2% -$45.5K 1.2% 38
2024
Q3 		$2.26M Sell
2,550
-12
-0.5% -$10.8K 1.48% 35
2024
Q2 		$2.32M Buy
2,562
+39
+2% +$31.2K 1.66% 29
2024
Q1 		$1.96M Buy
+2,523
New +$1.8M 1.25% 34

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Passumpsic Savings Bank's LLY Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Eli Lilly (LLY) in Q4 2025: 2,448 shares worth $2.63M. The stake represents 1.44% of the portfolio and ranks #30 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in LLY as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in LLY in Q1 2024 and has held it in 5 quarters since. 4,437 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Passumpsic Savings Bank held 2,448 shares of Eli Lilly worth $2.63M as of Q4 2025.
  • Eli Lilly was a new Passumpsic Savings Bank position in Q4 2025.
  • Eli Lilly made up 1.44% of Passumpsic Savings Bank's portfolio in Q4 2025, its #30 holding.
  • Passumpsic Savings Bank first reported a position in Eli Lilly in Q1 2024 and has held it in 5 quarters since.
  • 4,437 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.