Smith Anglin Financial’s Eli Lilly LLY Stock Holding History

Smith Anglin Financial’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	$296K	Sell	380 -18	-5%	-$14K	0.03%	164
2025 Q1	$328K	Buy	398 +4	+1%	+$3.33K	0.03%	154
2024 Q4	$304K	Sell	394 -105	-21%	-$86.9K	0.03%	156
2024 Q3	$443K	Buy	499 +42	+9%	+$37.8K	0.04%	124
2024 Q2	$414K	Sell	457 -34	-7%	-$27.2K	0.04%	120
2024 Q1	$382K	Sell	491 -99	-17%	-$70.5K	0.04%	123
2023 Q4	$344K	Hold	590	–	–	0.04%	125
2023 Q3	$317K	Sell	590 -152	-20%	-$78.3K	0.04%	128
2023 Q2	$348K	Sell	742 -28	-4%	-$11.7K	0.04%	121
2023 Q1	$264K	Buy	770 +108	+16%	+$36.4K	0.04%	133
2022 Q4	$242K	Buy	662 +34	+5%	+$12.1K	0.05%	123
2022 Q3	$203K	Buy	+628	New	+$199K	0.04%	137

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Smith Anglin Financial's LLY Position: Q2 2025 in Review

Smith Anglin Financial reduced its Eli Lilly (LLY) stake by 4.5% in Q2 2025, selling an estimated $14K and leaving 380 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #164.

Smith Anglin Financial first reported a position in LLY in Q3 2022 and has held it in 12 quarters since. The position peaked at $443K in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

Smith Anglin Financial held 380 shares of Eli Lilly worth $296K as of Q2 2025.
Smith Anglin Financial sold 18 Eli Lilly shares in Q2 2025, an estimated $14K.
Eli Lilly made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #164 holding.
Smith Anglin Financial first reported a position in Eli Lilly in Q3 2022 and has held it in 12 quarters since.
Smith Anglin Financial's Eli Lilly position peaked at $443K in Q3 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.