Vantage Financial Partners (Wisconsin)’s Eli Lilly LLY Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$452K	Hold	420	–	–	0.09%	128
2025 Q3	$320K	Sell	420 -2	-0.5%	-$1.49K	0.07%	155
2025 Q2	$329K	Buy	422 +11	+3%	+$8.55K	0.08%	140
2025 Q1	$339K	Buy	411 +1	+0.2%	+$832	0.08%	129
2024 Q4	$317K	Sell	410 -5	-1%	-$4.14K	0.08%	132
2024 Q3	$367K	Hold	415	–	–	0.09%	121
2024 Q2	$376K	Buy	415 +17	+4%	+$13.6K	0.1%	100
2024 Q1	$309K	Buy	398 +5	+1%	+$3.56K	0.08%	105
2023 Q4	$229K	Sell	393 -85	-18%	-$49.6K	0.07%	113
2023 Q3	$257K	Buy	478 +1	+0.2%	+$515	0.1%	66
2023 Q2	$224K	Buy	+477	New	+$200K	0.08%	74

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

Vantage Financial Partners (Wisconsin)'s LLY Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Eli Lilly (LLY) position steady in Q4 2025 at 420 shares worth $452K. The position accounts for 0.09% of the portfolio, ranked #128.

Vantage Financial Partners (Wisconsin) first reported a position in LLY in Q2 2023 and has held it in 11 quarters since. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 420 shares of Eli Lilly worth $452K as of Q4 2025.
Vantage Financial Partners (Wisconsin) left its Eli Lilly share count unchanged in Q4 2025.
Eli Lilly made up 0.09% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #128 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Eli Lilly in Q2 2023 and has held it in 11 quarters since.
4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.