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Spectrum Wealth Counsel’s Eli Lilly LLY Stock Holding History

Spectrum Wealth Counsel’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 		$18.6M Buy
22,466
+321
+1% +$267K 2.23% 9
2024
Q4 		$17.1M Buy
22,145
+2,895
+15% +$2.4M 2.01% 10
2024
Q3 		$17.1M Sell
19,250
-193
-1% -$174K 2.01% 10
2024
Q2 		$17.6M Sell
19,443
-680
-3% -$544K 2.23% 10
2024
Q1 		$15.7M Buy
20,123
+39
+0.2% +$27.8K 1.92% 9
2023
Q4 		$11.7M Buy
+20,084
New +$11.7M 1.62% 11

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Spectrum Wealth Counsel's LLY Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Eli Lilly (LLY) stake by 1.4% in Q1 2025, buying an estimated $267K and bringing the position to 22,466 shares worth $18.6M. The position accounts for 2.23% of the portfolio, ranked #9.

Spectrum Wealth Counsel first reported a position in LLY in Q4 2023 and has held it in 6 quarters since. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Spectrum Wealth Counsel held 22,466 shares of Eli Lilly worth $18.6M as of Q1 2025.
  • Spectrum Wealth Counsel bought 321 Eli Lilly shares in Q1 2025, an estimated $267K.
  • Eli Lilly made up 2.23% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #9 holding.
  • Spectrum Wealth Counsel first reported a position in Eli Lilly in Q4 2023 and has held it in 6 quarters since.
  • 3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.