Selective Wealth Management’s Eli Lilly LLY Stock Holding History

Selective 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 Q1	–	Sell	-312	Closed	-$232K	–	108
2024 Q4	$232K	Sell	312 -3	-1%	-$2.48K	0.09%	94
2024 Q3	$288K	Hold	315	–	–	0.12%	87
2024 Q2	$294K	Sell	315 -16	-5%	-$12.8K	0.13%	84
2024 Q1	$252K	Buy	+331	New	+$236K	0.11%	92
2022 Q4	–	Sell	-116	Closed	-$38K	–	462
2022 Q3	$38K	Sell	116 -200	-63%	-$63.4K	0.02%	330
2022 Q2	$102K	Buy	316 +200	+172%	+$60K	0.04%	216
2022 Q1	$33K	Buy	+116	New	+$29.9K	0.01%	378
2021 Q4	–	Sell	-116	Closed	-$27K	–	683
2021 Q3	$27K	Hold	116	–	–	0.01%	336
2021 Q2	$27K	Sell	116 -50	-30%	-$10K	0.02%	253
2021 Q1	$31K	Buy	166 +50	+43%	+$9.78K	0.03%	159
2020 Q4	$20K	Hold	116	–	–	0.01%	185
2020 Q3	$17K	Sell	116 -111	-49%	-$17.2K	0.01%	168
2020 Q2	$37K	Hold	227	–	–	0.03%	127
2020 Q1	$31K	Hold	227	–	–	0.05%	81
2019 Q4	$30K	Hold	227	–	–	0.04%	93
2019 Q3	$25K	Buy	+227	New	+$25.3K	0.03%	107
2018 Q3	$12K	Buy	+116	New	+$11.6K	0.14%	77

Other funds holding LLY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Selective Wealth Management's LLY Position: Q1 2025 in Review

Selective Wealth Management sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 312 shares — an estimated $232K sold.

Selective Wealth Management first reported a position in LLY in Q3 2018 and held it in 17 quarters. The position peaked at $294K in Q2 2024. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

Selective Wealth Management reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
Selective Wealth Management sold 312 Eli Lilly shares in Q1 2025, an estimated $232K.
Selective Wealth Management first reported a position in Eli Lilly in Q3 2018 and held it in 17 quarters.
Selective Wealth Management's Eli Lilly position peaked at $294K in Q2 2024.
3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Selective Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.