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Pineridge Advisors’s Eli Lilly LLY Stock Holding History

Pineridge 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 		$93.8K Sell
123
-21
-15% -$15.6K 0.03% 82
2025
Q2 		$112K Buy
144
+3
+2% +$2.33K 0.04% 72
2025
Q1 		$116K Sell
141
-1,109
-89% -$923K 0.05% 69
2024
Q4 		$965K Buy
1,250
+56
+5% +$46.4K 0.36% 22
2024
Q3 		$1.06M Hold
1,194
– – 0.4% 31
2024
Q2 		$1.08M Sell
1,194
-1
-0.1% -$800 0.37% 30
2024
Q1 		$930K Sell
1,195
-142
-11% -$101K 0.33% 23
2023
Q4 		$779K Buy
+1,337
New +$780K 0.26% 29

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Pineridge Advisors's LLY Position: Q3 2025 in Review

Pineridge Advisors reduced its Eli Lilly (LLY) stake by 15% in Q3 2025, selling an estimated $15.6K and leaving 123 shares worth $93.8K. The position accounts for 0.03% of the portfolio, ranked #82.

Pineridge Advisors first reported a position in LLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.08M in Q2 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Pineridge Advisors held 123 shares of Eli Lilly worth $93.8K as of Q3 2025.
  • Pineridge Advisors sold 21 Eli Lilly shares in Q3 2025, an estimated $15.6K.
  • Eli Lilly made up 0.03% of Pineridge Advisors's portfolio in Q3 2025, its #82 holding.
  • Pineridge Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Eli Lilly position peaked at $1.08M in Q2 2024.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.