Stuart Chaussee & Associates’s Eli Lilly LLY Stock Holding History

Stuart Chaussee & Associates’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	-430	Closed	-$328K	–	79
2025 Q3	$328K	Hold	430	–	–	0.07%	38
2025 Q2	$335K	Hold	430	–	–	0.08%	37
2025 Q1	$355K	Hold	430	–	–	0.09%	30
2024 Q4	$332K	Hold	430	–	–	0.08%	29
2024 Q3	$381K	Hold	430	–	–	0.1%	24
2024 Q2	$389K	Hold	430	–	–	0.11%	23
2024 Q1	$335K	Hold	430	–	–	0.1%	22
2023 Q4	$251K	Hold	430	–	–	0.07%	29
2023 Q3	$231K	Hold	430	–	–	0.08%	21
2023 Q2	$202K	Hold	430	–	–	0.06%	25
2023 Q1	$148K	Hold	430	–	–	0.05%	25
2022 Q4	$157K	Hold	430	–	–	0.06%	26
2022 Q3	$139K	Hold	430	–	–	0.32%	19
2022 Q2	$139K	Hold	430	–	–	0.3%	20
2022 Q1	$123K	Sell	430 -25	-5%	-$6.43K	0.06%	30
2021 Q4	$126K	Buy	455 +55	+14%	+$13.9K	0.05%	29
2021 Q3	$92K	Hold	400	–	–	0.14%	25
2021 Q2	$92K	Hold	400	–	–	0.04%	31
2021 Q1	$75K	Hold	400	–	–	0.03%	42
2020 Q4	$68K	Buy	+400	New	+$59.7K	0.03%	37
2016 Q4	–	Sell	-1,000	Closed	-$80K	–	72
2016 Q3	$80K	Hold	1,000	–	–	0.07%	35
2016 Q2	$79K	Hold	1,000	–	–	0.06%	34
2016 Q1	$74K	Hold	1,000	–	–	0.07%	31
2015 Q4	$84K	Buy	+1,000	New	+$83K	0.08%	26

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

Stuart Chaussee & Associates's LLY Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 430 shares — an estimated $328K sold.

Stuart Chaussee & Associates first reported a position in LLY in Q4 2015 and held it in 24 quarters. The position peaked at $389K in Q2 2024. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 430 Eli Lilly shares in Q4 2025, an estimated $328K.
Stuart Chaussee & Associates first reported a position in Eli Lilly in Q4 2015 and held it in 24 quarters.
Stuart Chaussee & Associates's Eli Lilly position peaked at $389K in Q2 2024.
4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.