Tyler-Stone Wealth Management’s Eli Lilly LLY Stock Holding History

Tyler-Stone Wealth 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 Q2	$1.55M	Buy	1,988 +6	+0.3%	+$4.66K	0.25%	78
2025 Q1	$1.64M	Buy	1,982 +418	+27%	+$348K	0.29%	69
2024 Q4	$1.21M	Buy	1,564 +439	+39%	+$363K	0.21%	85
2024 Q3	$997K	Buy	1,125 +811	+258%	+$729K	0.19%	108
2024 Q2	$284K	Sell	314 -37	-11%	-$29.6K	0.12%	150
2024 Q1	$273K	Buy	351 +96	+38%	+$68.3K	0.12%	154
2023 Q4	$149K	Sell	255 -17	-6%	-$9.92K	0.07%	207
2023 Q3	$146K	Hold	272	–	–	0.08%	193
2023 Q2	$128K	Buy	+272	New	+$114K	0.07%	218
2022 Q4	$110K	Hold	302	–	–	0.07%	223
2022 Q3	$98K	Sell	302 -5,100	-94%	-$1.62M	0.07%	222
2022 Q2	$1.75M	Sell	5,402 -5	-0.1%	-$1.5K	1.17%	22
2022 Q1	$1.55M	Hold	5,407	–	–	0.85%	28
2021 Q4	$1.49M	Buy	+5,407	New	+$1.37M	0.79%	29

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

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

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

Tyler-Stone Wealth Management's LLY Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Eli Lilly (LLY) stake by 0.3% in Q2 2025, buying an estimated $4.66K and bringing the position to 1,988 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #78.

Tyler-Stone Wealth Management first reported a position in LLY in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.75M in Q2 2022. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

Tyler-Stone Wealth Management held 1,988 shares of Eli Lilly worth $1.55M as of Q2 2025.
Tyler-Stone Wealth Management bought 6 Eli Lilly shares in Q2 2025, an estimated $4.66K.
Eli Lilly made up 0.25% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #78 holding.
Tyler-Stone Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Eli Lilly position peaked at $1.75M in Q2 2022.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.