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Peak Asset Management’s Eli Lilly LLY Stock Holding History

Peak Asset 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
Q1 		– Sell
-383
Closed -$296K – 151
2024
Q4 		$296K Hold
383
– – 0.05% 123
2024
Q3 		$339K Hold
383
– – 0.06% 117
2024
Q2 		$347K Hold
383
– – 0.07% 112
2024
Q1 		$298K Sell
383
-61
-14% -$43.4K 0.06% 123
2023
Q4 		$259K Buy
444
+29
+7% +$16.9K 0.06% 126
2023
Q3 		$223K Buy
+415
New +$214K 0.05% 130

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Peak Asset Management's LLY Position: Q1 2025 in Review

Peak Asset Management sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 383 shares — an estimated $296K sold.

Peak Asset Management first reported a position in LLY in Q3 2023 and held it in 6 quarters. The position peaked at $347K in Q2 2024. 3,927 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Peak Asset Management reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Peak Asset Management sold 383 Eli Lilly shares in Q1 2025, an estimated $296K.
  • Peak Asset Management first reported a position in Eli Lilly in Q3 2023 and held it in 6 quarters.
  • Peak Asset Management's Eli Lilly position peaked at $347K in Q2 2024.
  • 3,927 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Peak Asset Management's 13F filing for Q1 2025, filed 7 May 2025.