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Stonegate Investment Group’s Eli Lilly LLY Stock Holding History

Stonegate Investment 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 		$42.6M Sell
55,896
-1,677
-3% -$1.25M 0.99% 34
2025
Q2 		$44.9M Buy
57,573
+834
+1% +$648K 1.13% 32
2025
Q1 		$46.9M Buy
56,739
+456
+0.8% +$379K 1.25% 31
2024
Q4 		$43.5M Sell
56,283
-716
-1% -$593K 1.16% 32
2024
Q3 		$50.5M Buy
56,999
+862
+2% +$775K 1.33% 30
2024
Q2 		$50.8M Buy
56,137
+2,342
+4% +$1.87M 1.47% 27
2024
Q1 		$41.9M Sell
53,795
-12,923
-19% -$9.2M 1.31% 30
2023
Q4 		$38.9M Sell
66,718
-963
-1% -$562K 1.29% 32
2023
Q3 		$36.4M Buy
67,681
+537
+0.8% +$277K 1.32% 30
2023
Q2 		$31.5M Buy
67,144
+88
+0.1% +$36.9K 1.12% 31
2023
Q1 		$23M Buy
67,056
+63,517
+1,795% +$21.4M 0.86% 33
2022
Q4 		$1.29M Buy
3,539
+254
+8% +$90.1K 0.06% 122
2022
Q3 		$1.06M Buy
3,285
+4
+0.1% +$1.27K 0.05% 129
2022
Q2 		$1.06M Buy
3,281
+1,199
+58% +$360K 0.05% 135
2022
Q1 		$596K Buy
2,082
+290
+16% +$74.6K 0.02% 159
2021
Q4 		$495K Buy
+1,792
New +$454K 0.02% 176

Other funds holding LLY

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stonegate Investment Group's LLY Position: Q3 2025 in Review

Stonegate Investment Group reduced its Eli Lilly (LLY) stake by 2.9% in Q3 2025, selling an estimated $1.25M and leaving 55,896 shares worth $42.6M. The position accounts for 0.99% of the portfolio, ranked #34.

Stonegate Investment Group first reported a position in LLY in Q4 2021 and has held it in 16 quarters since. The position peaked at $50.8M in Q2 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Stonegate Investment Group held 55,896 shares of Eli Lilly worth $42.6M as of Q3 2025.
  • Stonegate Investment Group sold 1,677 Eli Lilly shares in Q3 2025, an estimated $1.25M.
  • Eli Lilly made up 0.99% of Stonegate Investment Group's portfolio in Q3 2025, its #34 holding.
  • Stonegate Investment Group first reported a position in Eli Lilly in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Eli Lilly position peaked at $50.8M in Q2 2024.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.