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RMR Capital Management’s Eli Lilly LLY Stock Holding History

RMR 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
Q4 		– Sell
-418
Closed -$319K – 78
2025
Q3 		$319K Hold
418
– – 0.22% 65
2025
Q2 		$326K Hold
418
– – 0.23% 64
2025
Q1 		$345K Hold
418
– – 0.25% 61
2024
Q4 		$323K Hold
418
– – 0.24% 62
2024
Q3 		$370K Hold
418
– – 0.3% 56
2024
Q2 		$378K Hold
418
– – 0.35% 51
2024
Q1 		$325K Hold
418
– – 0.3% 54
2023
Q4 		$244K Buy
+418
New +$244K 0.28% 55

Other funds holding LLY

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
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

RMR Capital Management's LLY Position: Q4 2025 in Review

RMR Capital Management sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 418 shares — an estimated $319K sold.

RMR Capital Management first reported a position in LLY in Q4 2023 and held it in 8 quarters. The position peaked at $378K in Q2 2024. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • RMR Capital Management reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • RMR Capital Management sold 418 Eli Lilly shares in Q4 2025, an estimated $319K.
  • RMR Capital Management first reported a position in Eli Lilly in Q4 2023 and held it in 8 quarters.
  • RMR Capital Management's Eli Lilly position peaked at $378K in Q2 2024.
  • 4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on RMR Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.