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Rappaport Reiches Capital Management’s Eli Lilly LLY Stock Holding History

Rappaport Reiches Capital 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 		$380K Buy
460
+198
+76% +$165K 0.1% 76
2024
Q4 		$202K Sell
262
-104
-28% -$86.1K 0.05% 106
2024
Q3 		$325K Buy
366
+91
+33% +$81.8K 0.09% 79
2024
Q2 		$249K Sell
275
-9
-3% -$7.2K 0.07% 80
2024
Q1 		$221K Buy
+284
New +$202K 0.07% 91

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

Rappaport Reiches Capital Management's LLY Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Eli Lilly (LLY) stake by 76% in Q1 2025, buying an estimated $165K and bringing the position to 460 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #76.

Rappaport Reiches Capital Management first reported a position in LLY in Q1 2024 and has held it in 5 quarters since. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Rappaport Reiches Capital Management held 460 shares of Eli Lilly worth $380K as of Q1 2025.
  • Rappaport Reiches Capital Management bought 198 Eli Lilly shares in Q1 2025, an estimated $165K.
  • Eli Lilly made up 0.1% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #76 holding.
  • Rappaport Reiches Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 5 quarters since.
  • 3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.