Stephens Consulting’s Eli Lilly LLY Stock Holding History

Stephens Consulting’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	$59.1K	Buy	55 +15	+38%	+$14.3K	0.02%	128
2025 Q3	$30.5K	Sell	40 -23	-37%	-$17.1K	0.01%	167
2025 Q2	$49.1K	Sell	63 -18	-22%	-$14K	0.01%	199
2025 Q1	$66.9K	Sell	81 -20	-20%	-$16.6K	0.02%	166
2024 Q4	$78K	Sell	101 -85	-46%	-$70.4K	0.02%	154
2024 Q3	$165K	Buy	186 +8	+4%	+$7.19K	0.04%	105
2024 Q2	$161K	Buy	178 +41	+30%	+$32.8K	0.05%	102
2024 Q1	$107K	Hold	137	–	–	0.03%	122
2023 Q4	$79.9K	Hold	137	–	–	0.03%	134
2023 Q3	$73.6K	Sell	137 -95	-41%	-$49K	0.03%	134
2023 Q2	$109K	Buy	232 +9	+4%	+$3.77K	0.04%	104
2023 Q1	$76.6K	Buy	223 +195	+696%	+$65.8K	0.05%	130
2022 Q4	$10.2K	Sell	28 -75	-73%	-$26.6K	0.01%	296
2022 Q3	$33.3K	Buy	103 +28	+37%	+$8.87K	0.03%	207
2022 Q2	$24.3K	Hold	75	–	–	0.02%	230
2022 Q1	$21.5K	Sell	75 -33	-31%	-$8.49K	0.02%	262
2021 Q4	$29.8K	Buy	+108	New	+$27.4K	0.02%	250

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

Stephens Consulting's LLY Position: Q4 2025 in Review

Stephens Consulting increased its Eli Lilly (LLY) stake by 38% in Q4 2025, buying an estimated $14.3K and bringing the position to 55 shares worth $59.1K. The position accounts for 0.02% of the portfolio, ranked #128.

Stephens Consulting first reported a position in LLY in Q4 2021 and has held it in 17 quarters since. The position peaked at $165K in Q3 2024. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Stephens Consulting held 55 shares of Eli Lilly worth $59.1K as of Q4 2025.
Stephens Consulting bought 15 Eli Lilly shares in Q4 2025, an estimated $14.3K.
Eli Lilly made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #128 holding.
Stephens Consulting first reported a position in Eli Lilly in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Eli Lilly position peaked at $165K in Q3 2024.
4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.