Symphony Financial’s Eli Lilly LLY Stock Holding History

Symphony Financial’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	$5.79M	Buy	6,343 +340	+6%	+$345K	0.77%	37
2025 Q4	$6.48M	Sell	6,003 -199	-3%	-$190K	0.87%	31
2025 Q3	$4.79M	Sell	6,202 -10,824	-64%	-$8.05M	0.58%	45
2025 Q2	$4.38M	Buy	17,026 +14,602	+602%	+$11.3M	0.57%	47
2025 Q1	$2M	Sell	2,424 -2,365	-49%	-$1.97M	1.18%	21
2024 Q4	$3.58M	Sell	4,789 -480	-9%	-$397K	0.56%	48
2024 Q3	$4.64M	Buy	5,269 +432	+9%	+$388K	0.77%	35
2024 Q2	$4.38M	Buy	4,837 +1,753	+57%	+$1.4M	0.8%	36
2024 Q1	$2.4M	Sell	3,084 -1,275	-29%	-$907K	0.56%	45
2023 Q4	$2.76M	Buy	4,359 +1,323	+44%	+$772K	0.59%	43
2023 Q3	$1.63M	Sell	3,036 -1,146	-27%	-$591K	0.4%	49
2023 Q2	$1.94M	Sell	4,182 -419	-9%	-$176K	0.48%	50
2023 Q1	$1.57M	Buy	4,601 +3,230	+236%	+$1.09M	0.41%	54
2022 Q4	$498K	Sell	1,371 -256	-16%	-$90.8K	0.13%	139
2022 Q3	$537K	Sell	1,627 -47	-3%	-$14.9K	0.18%	126
2022 Q2	$541K	Sell	1,674 -56	-3%	-$16.8K	0.16%	123
2022 Q1	$533K	Buy	1,730 +403	+30%	+$104K	0.13%	122
2021 Q4	$361K	Buy	1,327 +145	+12%	+$36.8K	0.1%	130
2021 Q3	$272K	Sell	1,182 -119	-9%	-$29.4K	0.1%	148
2021 Q2	$299K	Sell	1,301 -593	-31%	-$119K	0.1%	138
2021 Q1	$346K	Buy	+1,894	New	+$370K	0.09%	139

Other funds holding LLY

Lilly Endowment

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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