Reflection Asset Management’s Eli Lilly LLY Stock Holding History

Reflection Asset 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	$1.11M	Buy	+1,035	New	+$990K	0.79%	38

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

Reflection Asset Management's LLY Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Eli Lilly (LLY) in Q4 2025: 1,035 shares worth $1.11M. The stake represents 0.79% of the portfolio and ranks #38 among its holdings.

4,437 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Reflection Asset Management held 1,035 shares of Eli Lilly worth $1.11M as of Q4 2025.
Eli Lilly was a new Reflection Asset Management position in Q4 2025.
Eli Lilly made up 0.79% of Reflection Asset Management's portfolio in Q4 2025, its #38 holding.
4,437 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.