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Sellwood Investment Partners’s Eli Lilly LLY Stock Holding History

Sellwood Investment Partners’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
-2
Closed -$1.53K – 85
2025
Q3 		$1.53K Buy
+2
New +$1.49K ﹤0.01% 96

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $846B AUM 46.74% 1-Year Est. Return

Sellwood Investment Partners's LLY Position: Q4 2025 in Review

Sellwood Investment Partners sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 2 shares — an estimated $1.53K sold.

Sellwood Investment Partners first reported a position in LLY in Q3 2025 and held it in 1 quarter. The position peaked at $1.53K in Q3 2025. 4,432 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Sellwood Investment Partners reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • Sellwood Investment Partners sold 2 Eli Lilly shares in Q4 2025, an estimated $1.53K.
  • Sellwood Investment Partners first reported a position in Eli Lilly in Q3 2025 and held it in 1 quarter.
  • Sellwood Investment Partners's Eli Lilly position peaked at $1.53K in Q3 2025.
  • 4,432 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.