Pursuit Wealth Management’s Eli Lilly LLY Stock Holding History

Pursuit 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	$1.05M	Buy	+980	New	+$937K	0.9%	34

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Pursuit Wealth Management opened a new position in Eli Lilly (LLY) in Q4 2025: 980 shares worth $1.05M. The stake represents 0.9% of the portfolio and ranks #34 among its holdings.

4,431 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Pursuit Wealth Management held 980 shares of Eli Lilly worth $1.05M as of Q4 2025.
Eli Lilly was a new Pursuit Wealth Management position in Q4 2025.
Eli Lilly made up 0.9% of Pursuit Wealth Management's portfolio in Q4 2025, its #34 holding.
4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.