Taurus Asset Management’s Eli Lilly LLY Stock Holding History

Taurus Asset 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
2025 Q1	$1.97M	Sell	2,388 -40	-2%	-$33.3K	0.2%	47
2024 Q4	$1.87M	Sell	2,428 -105	-4%	-$86.9K	0.18%	45
2024 Q3	$2.24M	Sell	2,533 -29	-1%	-$26.1K	0.22%	44
2024 Q2	$2.32M	Sell	2,562 -78	-3%	-$62.4K	0.24%	44
2024 Q1	$2.05M	Hold	2,640	–	–	0.21%	44
2023 Q4	$1.54M	Hold	2,640	–	–	0.17%	45
2023 Q3	$1.42M	Hold	2,640	–	–	0.17%	46
2023 Q2	$1.24M	Hold	2,640	–	–	0.14%	47
2023 Q1	$907K	Sell	2,640 -54	-2%	-$18.2K	0.11%	53
2022 Q4	$986K	Sell	2,694 -26	-1%	-$9.22K	0.13%	50
2022 Q3	$880K	Hold	2,720	–	–	0.12%	49
2022 Q2	$882K	Hold	2,720	–	–	0.11%	49
2022 Q1	$779K	Hold	2,720	–	–	0.08%	57
2021 Q4	$751K	Hold	2,720	–	–	0.07%	58
2021 Q3	$628K	Hold	2,720	–	–	0.07%	65
2021 Q2	$624K	Hold	2,720	–	–	0.07%	67
2021 Q1	$508K	Hold	2,720	–	–	0.06%	64
2020 Q4	$459K	Hold	2,720	–	–	0.05%	66
2020 Q3	$403K	Hold	2,720	–	–	0.05%	68
2020 Q2	$447K	Hold	2,720	–	–	0.06%	65
2020 Q1	$377K	Hold	2,720	–	–	0.06%	64
2019 Q4	$357K	Hold	2,720	–	–	0.05%	75
2019 Q3	$304K	Hold	2,720	–	–	0.04%	74
2019 Q2	$301K	Sell	2,720 -575	-17%	-$67.7K	0.04%	78
2019 Q1	$428K	Hold	3,295	–	–	0.06%	70
2018 Q4	$381K	Hold	3,295	–	–	0.06%	72
2018 Q3	$354K	Hold	3,295	–	–	0.05%	77
2018 Q2	$281K	Hold	3,295	–	–	0.04%	85
2018 Q1	$255K	Hold	3,295	–	–	0.04%	92
2017 Q4	$278K	Buy	+3,295	New	+$280K	0.04%	90

Other funds holding LLY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Taurus Asset Management's LLY Position: Q1 2025 in Review

Taurus Asset Management reduced its Eli Lilly (LLY) stake by 1.6% in Q1 2025, selling an estimated $33.3K and leaving 2,388 shares worth $1.97M. The position accounts for 0.2% of the portfolio, ranked #47.

Taurus Asset Management first reported a position in LLY in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.32M in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

Taurus Asset Management held 2,388 shares of Eli Lilly worth $1.97M as of Q1 2025.
Taurus Asset Management sold 40 Eli Lilly shares in Q1 2025, an estimated $33.3K.
Eli Lilly made up 0.2% of Taurus Asset Management's portfolio in Q1 2025, its #47 holding.
Taurus Asset Management first reported a position in Eli Lilly in Q4 2017 and has held it in 30 quarters since.
Taurus Asset Management's Eli Lilly position peaked at $2.32M in Q2 2024.
3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.