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Ruedi Wealth Management’s Eli Lilly LLY Stock Holding History

Ruedi 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
Q2 		– Sell
-4
Closed -$3.3K – 208
2025
Q1 		$3.3K Hold
4
– – ﹤0.01% 242
2024
Q4 		$3.09K Hold
4
– – ﹤0.01% 245
2024
Q3 		$3.54K Sell
4
-5
-56% -$4.5K ﹤0.01% 238
2024
Q2 		$8.15K Buy
+9
New +$7.2K ﹤0.01% 198

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ruedi Wealth Management's LLY Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 4 shares — an estimated $3.3K sold.

Ruedi Wealth Management first reported a position in LLY in Q2 2024 and held it in 4 quarters. The position peaked at $8.15K in Q2 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 4 Eli Lilly shares in Q2 2025, an estimated $3.3K.
  • Ruedi Wealth Management first reported a position in Eli Lilly in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Eli Lilly position peaked at $8.15K in Q2 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.