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Running Point Capital Advisors’s Eli Lilly LLY Stock Holding History

Running Point Capital 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 		$2.28M Sell
2,125
-38
-2% -$36.3K 0.62% 34
2025
Q3 		$1.65M Sell
2,163
-128
-6% -$95.3K 0.44% 45
2025
Q2 		$1.79M Sell
2,291
-43
-2% -$33.4K 0.49% 39
2025
Q1 		$1.93M Buy
2,334
+476
+26% +$396K 0.61% 37
2024
Q4 		$1.43M Buy
1,858
+27
+1% +$22.4K 0.49% 38
2024
Q3 		$1.62M Sell
1,831
-21
-1% -$18.9K 0.63% 36
2024
Q2 		$1.68M Sell
1,852
-28
-1% -$22.4K 0.69% 36
2024
Q1 		$1.46M Buy
1,880
+854
+83% +$608K 0.65% 39
2023
Q4 		$598K Buy
1,026
+21
+2% +$12.3K 0.29% 54
2023
Q3 		$540K Buy
1,005
+8
+0.8% +$4.12K 0.31% 51
2023
Q2 		$468K Buy
997
+11
+1% +$4.61K 0.26% 61
2023
Q1 		$339K Hold
986
– – 0.21% 67
2022
Q4 		$361K Buy
986
+22
+2% +$7.8K 0.22% 65
2022
Q3 		$312K Buy
964
+85
+10% +$26.9K 0.21% 66
2022
Q2 		$285K Buy
879
+2
+0.2% +$600 0.18% 69
2022
Q1 		$251K Buy
877
+16
+2% +$4.12K 0.15% 82
2021
Q4 		$238K Buy
+861
New +$218K 0.14% 70

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

Running Point Capital Advisors's LLY Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Eli Lilly (LLY) stake by 1.8% in Q4 2025, selling an estimated $36.3K and leaving 2,125 shares worth $2.28M. The position accounts for 0.62% of the portfolio, ranked #34.

Running Point Capital Advisors first reported a position in LLY in Q4 2021 and has held it in 17 quarters since. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Running Point Capital Advisors held 2,125 shares of Eli Lilly worth $2.28M as of Q4 2025.
  • Running Point Capital Advisors sold 38 Eli Lilly shares in Q4 2025, an estimated $36.3K.
  • Eli Lilly made up 0.62% of Running Point Capital Advisors's portfolio in Q4 2025, its #34 holding.
  • Running Point Capital Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 17 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.