SC
LLY icon

Scholtz & Company’s Eli Lilly LLY Stock Holding History

Scholtz & Company’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
-2,762
Closed -$2.28M – 54
2025
Q1 		$2.28M Sell
2,762
-173
-6% -$144K 1.13% 29
2024
Q4 		$2.27M Sell
2,935
-28
-0.9% -$23.2K 1.08% 29
2024
Q3 		$2.63M Sell
2,963
-1,432
-33% -$1.29M 1.24% 25
2024
Q2 		$3.98M Buy
4,395
+1,734
+65% +$1.39M 1.69% 25
2024
Q1 		$2.07M Sell
2,661
-3,659
-58% -$2.6M 0.91% 30
2023
Q4 		$3.68M Buy
+6,320
New +$3.69M 1.82% 21

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

Scholtz & Company's LLY Position: Q2 2025 in Review

Scholtz & Company sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 2,762 shares — an estimated $2.28M sold.

Scholtz & Company first reported a position in LLY in Q4 2023 and held it in 6 quarters. The position peaked at $3.98M in Q2 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Scholtz & Company reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • Scholtz & Company sold 2,762 Eli Lilly shares in Q2 2025, an estimated $2.28M.
  • Scholtz & Company first reported a position in Eli Lilly in Q4 2023 and held it in 6 quarters.
  • Scholtz & Company's Eli Lilly position peaked at $3.98M in Q2 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Scholtz & Company's 13F filing for Q2 2025, filed 4 Aug 2025.