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Trillium Asset Management’s Eli Lilly LLY Stock Holding History

Trillium 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
2026
Q1 		$336K Buy
365
+6
+2% +$6.08K 0.01% 202
2025
Q4 		$386K Sell
359
-85
-19% -$81.3K 0.01% 203
2025
Q3 		$339K Sell
444
-3
-0.7% -$2.23K 0.01% 206
2025
Q2 		$348K Buy
447
+133
+42% +$103K 0.01% 207
2025
Q1 		$259K Hold
314
– – 0.01% 217
2024
Q4 		$242K Hold
314
– – 0.01% 223
2024
Q3 		$278K Sell
314
-21
-6% -$18.9K 0.01% 222
2024
Q2 		$303K Hold
335
– – 0.01% 218
2024
Q1 		$261K Buy
+335
New +$238K 0.01% 224
2019
Q4 		– Sell
-2,002
Closed -$224K – 269
2019
Q3 		$224K Buy
+2,002
New +$223K 0.01% 260

Other funds holding LLY

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VCM
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PNC Financial Services Group
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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
VPM
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