St. Clair Advisors’s Eli Lilly LLY Stock Holding History

St. Clair 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	–	Sell	-1,094	Closed	-$835K	–	83
2025 Q3	$835K	Buy	+1,094	New	+$814K	0.22%	51

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

St. Clair Advisors's LLY Position: Q4 2025 in Review

St. Clair Advisors sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 1,094 shares — an estimated $835K sold.

St. Clair Advisors first reported a position in LLY in Q3 2025 and held it in 1 quarter. The position peaked at $835K in Q3 2025. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

St. Clair Advisors reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
St. Clair Advisors sold 1,094 Eli Lilly shares in Q4 2025, an estimated $835K.
St. Clair Advisors first reported a position in Eli Lilly in Q3 2025 and held it in 1 quarter.
St. Clair Advisors's Eli Lilly position peaked at $835K in Q3 2025.
4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on St. Clair Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.