Sterling Financial Group’s Eli Lilly LLY Stock Holding History

Sterling Financial Group’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 Q3	$294K	Sell	385 -25	-6%	-$18.6K	0.09%	63
2025 Q2	$320K	Sell	410 -2	-0.5%	-$1.55K	0.11%	58
2025 Q1	$340K	Buy	412 +33	+9%	+$27.5K	0.12%	54
2024 Q4	$293K	Buy	379 +13	+4%	+$10.8K	0.11%	58
2024 Q3	$324K	Buy	366 +5	+1%	+$4.5K	0.14%	53
2024 Q2	$327K	Hold	361	–	–	0.15%	52
2024 Q1	$281K	Buy	361 +4	+1%	+$2.85K	0.13%	54
2023 Q4	$208K	Buy	+357	New	+$208K	0.12%	58

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sterling Financial Group's LLY Position: Q3 2025 in Review

Sterling Financial Group reduced its Eli Lilly (LLY) stake by 6.1% in Q3 2025, selling an estimated $18.6K and leaving 385 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #63.

Sterling Financial Group first reported a position in LLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $340K in Q1 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

Sterling Financial Group held 385 shares of Eli Lilly worth $294K as of Q3 2025.
Sterling Financial Group sold 25 Eli Lilly shares in Q3 2025, an estimated $18.6K.
Eli Lilly made up 0.09% of Sterling Financial Group's portfolio in Q3 2025, its #63 holding.
Sterling Financial Group first reported a position in Eli Lilly in Q4 2023 and has held it in 8 quarters since.
Sterling Financial Group's Eli Lilly position peaked at $340K in Q1 2025.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.