PWM
LLY icon

Prosperity Wealth Management’s Eli Lilly LLY Stock Holding History

Prosperity 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
Q4 		$3.56M Buy
3,314
+859
+35% +$821K 1.19% 14
2025
Q3 		$1.87M Buy
2,455
+216
+10% +$161K 0.64% 30
2025
Q2 		$1.75M Buy
2,239
+37
+2% +$28.8K 0.65% 30
2025
Q1 		$1.82M Buy
2,202
+79
+4% +$65.7K 0.85% 20
2024
Q4 		$1.64M Buy
2,123
+135
+7% +$112K 0.67% 24
2024
Q3 		$1.76M Buy
1,988
+876
+79% +$788K 0.7% 22
2024
Q2 		$1.01M Buy
1,112
+463
+71% +$370K 0.49% 36
2024
Q1 		$505K Buy
649
+199
+44% +$142K 0.24% 72
2023
Q4 		$262K Hold
450
– – 0.17% 97
2023
Q3 		$242K Sell
450
-7
-2% -$3.61K 0.16% 108
2023
Q2 		$214K Buy
+457
New +$192K 0.14% 121

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
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
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

Prosperity Wealth Management's LLY Position: Q4 2025 in Review

Prosperity Wealth Management increased its Eli Lilly (LLY) stake by 35% in Q4 2025, buying an estimated $821K and bringing the position to 3,314 shares worth $3.56M. The position accounts for 1.19% of the portfolio, ranked #14.

Prosperity Wealth Management first reported a position in LLY in Q2 2023 and has held it in 11 quarters since. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Prosperity Wealth Management held 3,314 shares of Eli Lilly worth $3.56M as of Q4 2025.
  • Prosperity Wealth Management bought 859 Eli Lilly shares in Q4 2025, an estimated $821K.
  • Eli Lilly made up 1.19% of Prosperity Wealth Management's portfolio in Q4 2025, its #14 holding.
  • Prosperity Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 11 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.