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Private Management Group’s Eli Lilly LLY Stock Holding History

Private Management Group’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
2026
Q1 		$560K Buy
609
+22
+4% +$22.3K 0.02% 228
2025
Q4 		$631K Sell
587
-10
-2% -$9.56K 0.02% 216
2025
Q3 		$456K Sell
597
-11
-2% -$8.19K 0.01% 221
2025
Q2 		$474K Sell
608
-41
-6% -$31.9K 0.02% 208
2025
Q1 		$536K Hold
649
– – 0.02% 158
2024
Q4 		$501K Hold
649
– – 0.02% 161
2024
Q3 		$575K Hold
649
– – 0.02% 156
2024
Q2 		$588K Buy
649
+67
+12% +$53.6K 0.02% 154
2024
Q1 		$453K Hold
582
– – 0.02% 166
2023
Q4 		$339K Hold
582
– – 0.01% 170
2023
Q3 		$313K Sell
582
-121
-17% -$62.4K 0.01% 158
2023
Q2 		$330K Buy
703
+52
+8% +$21.8K 0.01% 158
2023
Q1 		$224K Sell
651
-15
-2% -$5.06K 0.01% 173
2022
Q4 		$244K Hold
666
– – 0.01% 166
2022
Q3 		$215K Hold
666
– – 0.01% 166
2022
Q2 		$216K Buy
+666
New +$200K 0.01% 168

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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