Redmont Wealth Advisors’s Eli Lilly LLY Stock Holding History

Redmont Wealth Advisors’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	$54.8K	Hold	51	–	–	0.08%	91
2025 Q3	$38.9K	Hold	51	–	–	0.05%	113
2025 Q2	$39.8K	Buy	+51	New	+$39.6K	0.06%	109
2024 Q4	–	Sell	-51	Closed	-$45.2K	–	193
2024 Q3	$45.2K	Hold	51	–	–	0.07%	95
2024 Q2	$46.2K	Hold	51	–	–	0.07%	90
2024 Q1	$39.7K	Buy	+51	New	+$36.3K	0.06%	105
2023 Q1	–	Sell	-3,001	Closed	-$1.1M	–	97
2022 Q4	$1.1M	Hold	3,001	–	–	1.29%	12
2022 Q3	$970K	Buy	3,001 +1	+0%	+$317	1.26%	13
2022 Q2	$973K	Hold	3,000	–	–	1.18%	16
2022 Q1	$859K	Hold	3,000	–	–	0.91%	22
2021 Q4	$829K	Buy	+3,000	New	+$761K	0.89%	27

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 $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Redmont Wealth Advisors's LLY Position: Q4 2025 in Review

Redmont Wealth Advisors held its Eli Lilly (LLY) position steady in Q4 2025 at 51 shares worth $54.8K. The position accounts for 0.08% of the portfolio, ranked #91.

Redmont Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2022. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Redmont Wealth Advisors held 51 shares of Eli Lilly worth $54.8K as of Q4 2025.
Redmont Wealth Advisors left its Eli Lilly share count unchanged in Q4 2025.
Eli Lilly made up 0.08% of Redmont Wealth Advisors's portfolio in Q4 2025, its #91 holding.
Redmont Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 11 quarters since.
Redmont Wealth Advisors's Eli Lilly position peaked at $1.1M in Q4 2022.
4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.