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Pinnacle Wealth Management’s Eli Lilly LLY Stock Holding History

Pinnacle 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
Q1 		– Sell
-1,771
Closed -$1.37M – 70
2024
Q4 		$1.37M Buy
1,771
+449
+34% +$372K 1.52% 30
2024
Q3 		$1.17M Buy
+1,322
New +$1.19M 1.4% 29

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pinnacle Wealth Management's LLY Position: Q1 2025 in Review

Pinnacle Wealth Management sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 1,771 shares — an estimated $1.37M sold.

Pinnacle Wealth Management first reported a position in LLY in Q3 2024 and held it in 2 quarters. The position peaked at $1.37M in Q4 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Pinnacle Wealth Management reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 1,771 Eli Lilly shares in Q1 2025, an estimated $1.37M.
  • Pinnacle Wealth Management first reported a position in Eli Lilly in Q3 2024 and held it in 2 quarters.
  • Pinnacle Wealth Management's Eli Lilly position peaked at $1.37M in Q4 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Pinnacle Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.