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Strait & Sound Wealth Management’s Eli Lilly LLY Stock Holding History

Strait & Sound Wealth Management’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
2026
Q1 		$806K Hold
877
– – 0.3% 73
2025
Q4 		$942K Buy
877
+34
+4% +$32.5K 0.35% 58
2025
Q3 		$643K Sell
843
-23
-3% -$17.1K 0.25% 78
2025
Q2 		$675K Sell
866
-65
-7% -$50.5K 0.29% 71
2025
Q1 		$769K Buy
931
+4
+0.4% +$3.33K 0.36% 63
2024
Q4 		$716K Buy
927
+48
+5% +$39.7K 0.33% 60
2024
Q3 		$779K Buy
879
+3
+0.3% +$2.7K 0.38% 49
2024
Q2 		$793K Buy
876
+291
+50% +$233K 0.4% 46
2024
Q1 		$444K Buy
585
+8
+1% +$5.69K 0.25% 66
2023
Q4 		$363K Buy
577
+61
+12% +$35.6K 0.23% 80
2023
Q3 		$277K Buy
+516
New +$266K 0.24% 97

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return