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Seneca House Advisors’s Eli Lilly LLY Stock Holding History

Seneca House 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
2026
Q1 		$920K Sell
1,000
-21
-2% -$21.3K 0.37% 52
2025
Q4 		$1.1M Buy
1,021
+32
+3% +$30.6K 0.41% 44
2025
Q3 		$755K Buy
989
+9
+0.9% +$6.7K 0.31% 53
2025
Q2 		$764K Sell
980
-133
-12% -$103K 0.32% 46
2025
Q1 		$920K Sell
1,113
-95
-8% -$79K 0.39% 39
2024
Q4 		$933K Buy
1,208
+87
+8% +$72K 0.37% 42
2024
Q3 		$994K Buy
1,121
+1
+0.1% +$899 0.42% 37
2024
Q2 		$1.01M Sell
1,120
-52
-4% -$41.6K 0.44% 37
2024
Q1 		$912K Sell
1,172
-170
-13% -$121K 0.4% 40
2023
Q4 		$783K Sell
1,342
-81
-6% -$47.3K 0.36% 43
2023
Q3 		$814K Buy
1,423
+51
+4% +$26.3K 0.42% 40
2023
Q2 		$644K Sell
1,372
-47
-3% -$19.7K 0.32% 52
2023
Q1 		$487K Buy
1,419
+60
+4% +$20.2K 0.25% 57
2022
Q4 		$497K Sell
1,359
-15
-1% -$5.32K 0.27% 58
2022
Q3 		$444K Buy
1,374
+25
+2% +$7.92K 0.33% 59
2022
Q2 		$437K Buy
1,349
+600
+80% +$180K 0.29% 63
2022
Q1 		$215K Sell
749
-25
-3% -$6.43K 0.11% 83
2021
Q4 		$214K Sell
774
-200
-21% -$50.7K 0.11% 83
2021
Q3 		$225K Sell
974
-25
-3% -$6.17K 0.14% 82
2021
Q2 		$229K Sell
999
-150
-13% -$30.1K 0.15% 77
2021
Q1 		$215K Buy
+1,149
New +$225K 0.15% 75

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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