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The Family Firm’s Eli Lilly LLY Stock Holding History

The Family Firm’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
Q2 		– Sell
-1,068
Closed -$882K – 152
2025
Q1 		$882K Buy
1,068
+2
+0.2% +$1.66K 0.2% 82
2024
Q4 		$823K Sell
1,066
-58
-5% -$48K 0.18% 82
2024
Q3 		$996K Buy
1,124
+121
+12% +$109K 0.22% 77
2024
Q2 		$908K Buy
1,003
+1
+0.1% +$800 0.2% 80
2024
Q1 		$779K Buy
1,002
+1
+0.1% +$712 0.19% 88
2023
Q4 		$583K Buy
1,001
+2
+0.2% +$1.17K 0.15% 96
2023
Q3 		$537K Buy
999
+1
+0.1% +$515 0.15% 96
2023
Q2 		$468K Buy
998
+2
+0.2% +$839 0.12% 106
2023
Q1 		$342K Sell
996
-17
-2% -$5.73K 0.09% 130
2022
Q4 		$371K Buy
1,013
+2
+0.2% +$709 0.11% 125
2022
Q3 		$327K Buy
1,011
+2
+0.2% +$634 0.1% 129
2022
Q2 		$327K Buy
1,009
+3
+0.3% +$901 0.1% 134
2022
Q1 		$288K Buy
1,006
+2
+0.2% +$515 0.08% 146
2021
Q4 		$277K Buy
1,004
+3
+0.3% +$761 0.07% 147
2021
Q3 		$244K Buy
1,001
+2
+0.2% +$494 0.06% 161
2021
Q2 		$229K Buy
+999
New +$201K 0.06% 162

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

The Family Firm's LLY Position: Q2 2025 in Review

The Family Firm sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 1,068 shares — an estimated $882K sold.

The Family Firm first reported a position in LLY in Q2 2021 and held it in 16 quarters. The position peaked at $996K in Q3 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • The Family Firm reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,068 Eli Lilly shares in Q2 2025, an estimated $882K.
  • The Family Firm first reported a position in Eli Lilly in Q2 2021 and held it in 16 quarters.
  • The Family Firm's Eli Lilly position peaked at $996K in Q3 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.