SSA Swiss Advisors’s Eli Lilly LLY Stock Holding History

SSA Swiss 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
2025 Q4	$4.42M	Hold	4,100	–	–	2.06%	14
2025 Q3	$3.12M	Hold	4,100	–	–	1.45%	31
2025 Q2	$3.26M	Buy	+4,100	New	+$3.19M	1.57%	27

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SSA Swiss Advisors's LLY Position: Q4 2025 in Review

SSA Swiss Advisors held its Eli Lilly (LLY) position steady in Q4 2025 at 4,100 shares worth $4.42M. The position accounts for 2.06% of the portfolio, ranked #14.

SSA Swiss Advisors first reported a position in LLY in Q2 2025 and has held it in 3 quarters since. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

SSA Swiss Advisors held 4,100 shares of Eli Lilly worth $4.42M as of Q4 2025.
SSA Swiss Advisors left its Eli Lilly share count unchanged in Q4 2025.
Eli Lilly made up 2.06% of SSA Swiss Advisors's portfolio in Q4 2025, its #14 holding.
SSA Swiss Advisors first reported a position in Eli Lilly in Q2 2025 and has held it in 3 quarters since.
4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.