Tucker Asset Management’s Eli Lilly LLY Stock Holding History

Tucker 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 Q4	$135K	Buy	+126	New	+$120K	0.04%	153
2025 Q1	–	Sell	-277	Closed	-$214K	–	646
2024 Q4	$214K	Sell	277 -82	-23%	-$67.9K	0.02%	129
2024 Q3	$318K	Sell	359 -131	-27%	-$118K	0.07%	93
2024 Q2	$444K	Sell	490 -160	-25%	-$128K	0.1%	68
2024 Q1	$506K	Sell	650 -368	-36%	-$262K	0.12%	58
2023 Q4	$593K	Sell	1,018 -152	-13%	-$88.7K	0.15%	47
2023 Q3	$628K	Buy	1,170 +344	+42%	+$177K	0.17%	42
2023 Q2	$387K	Buy	826 +624	+309%	+$262K	0.11%	48
2023 Q1	$69.4K	Buy	202 +173	+597%	+$58.3K	0.02%	195
2022 Q4	$10.6K	Hold	29	–	–	﹤0.01%	335
2022 Q3	$10.5K	Buy	+29	New	+$9.19K	﹤0.01%	325
2021 Q1	–	Sell	-5	Closed	-$844	–	366
2020 Q4	$844	Buy	+5	New	+$747	﹤0.01%	340

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Tucker Asset Management's LLY Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Eli Lilly (LLY) in Q4 2025: 126 shares worth $135K. The stake represents 0.04% of the portfolio and ranks #153 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in LLY as recently as Q4 2024.

Tucker Asset Management first reported a position in LLY in Q4 2020 and has held it in 12 quarters since. The position peaked at $628K in Q3 2023. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Tucker Asset Management held 126 shares of Eli Lilly worth $135K as of Q4 2025.
Eli Lilly was a new Tucker Asset Management position in Q4 2025.
Eli Lilly made up 0.04% of Tucker Asset Management's portfolio in Q4 2025, its #153 holding.
Tucker Asset Management first reported a position in Eli Lilly in Q4 2020 and has held it in 12 quarters since.
Tucker Asset Management's Eli Lilly position peaked at $628K in Q3 2023.
4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.