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Transform Wealth’s Eli Lilly LLY Stock Holding History

Transform Wealth’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 		$12.3M Buy
14,912
+7,134
+92% +$5.94M 0.75% 43
2024
Q4 		$6M Buy
7,778
+2,707
+53% +$2.24M 0.33% 69
2024
Q3 		$4.49M Sell
5,071
-191
-4% -$172K 0.3% 73
2024
Q2 		$4.76M Sell
5,262
-127
-2% -$102K 0.36% 71
2024
Q1 		$4.19M Sell
5,389
-4,050
-43% -$2.88M 0.4% 74
2023
Q4 		$5.5M Sell
9,439
-1,533
-14% -$895K 0.54% 64
2023
Q3 		$5.89M Sell
10,972
-11,679
-52% -$6.02M 0.62% 54
2023
Q2 		$10.6M Sell
22,651
-5,580
-20% -$2.34M 0.95% 32
2023
Q1 		$9.69M Buy
28,231
+14,109
+100% +$4.76M 0.91% 33
2022
Q4 		$5.17M Buy
+14,122
New +$5.01M 0.58% 59
2018
Q1 		– Sell
-27,882
Closed -$2.35M – 247
2017
Q4 		$2.35M Buy
27,882
+1,196
+4% +$102K 0.43% 80
2017
Q3 		$2.28M Buy
+26,686
New +$2.19M 0.8% 34
2017
Q2 		– Sell
-22,264
Closed -$1.87M – 99
2017
Q1 		$1.87M Buy
22,264
+13,502
+154% +$1.08M 0.7% 35
2016
Q4 		$644K Buy
8,762
+697
+9% +$51.9K 0.26% 133
2016
Q3 		$647K Sell
8,065
-648
-7% -$51.9K 0.28% 117
2016
Q2 		$686K Buy
+8,713
New +$656K 0.29% 113

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Transform Wealth's LLY Position: Q1 2025 in Review

Transform Wealth increased its Eli Lilly (LLY) stake by 92% in Q1 2025, buying an estimated $5.94M and bringing the position to 14,912 shares worth $12.3M. The position accounts for 0.75% of the portfolio, ranked #43.

Transform Wealth first reported a position in LLY in Q2 2016 and has held it in 16 quarters since. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Transform Wealth held 14,912 shares of Eli Lilly worth $12.3M as of Q1 2025.
  • Transform Wealth bought 7,134 Eli Lilly shares in Q1 2025, an estimated $5.94M.
  • Eli Lilly made up 0.75% of Transform Wealth's portfolio in Q1 2025, its #43 holding.
  • Transform Wealth first reported a position in Eli Lilly in Q2 2016 and has held it in 16 quarters since.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.