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Vertex Planning Partners’s Eli Lilly LLY Stock Holding History

Vertex Planning Partners’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 		– Sell
-643
Closed -$491K – 173
2025
Q3 		$491K Sell
643
-14
-2% -$10.4K 0.09% 115
2025
Q2 		$512K Buy
657
+25
+4% +$19.4K 0.11% 101
2025
Q1 		$522K Buy
632
+35
+6% +$29.1K 0.11% 100
2024
Q4 		$461K Buy
597
+106
+22% +$87.8K 0.1% 114
2024
Q3 		$435K Sell
491
-6
-1% -$5.39K 0.1% 102
2024
Q2 		$450K Buy
497
+15
+3% +$12K 0.12% 94
2024
Q1 		$375K Sell
482
-39
-7% -$27.8K 0.1% 110
2023
Q4 		$304K Buy
521
+44
+9% +$25.7K 0.09% 118
2023
Q3 		$256K Sell
477
-15
-3% -$7.73K 0.09% 114
2023
Q2 		$231K Buy
+492
New +$206K 0.08% 122
2023
Q1 		– Sell
-1,147
Closed -$420K – 137
2022
Q4 		$420K Buy
+1,147
New +$407K 0.16% 81

Other funds holding LLY

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vertex Planning Partners's LLY Position: Q4 2025 in Review

Vertex Planning Partners sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 643 shares — an estimated $491K sold.

Vertex Planning Partners first reported a position in LLY in Q4 2022 and held it in 11 quarters. The position peaked at $522K in Q1 2025. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Vertex Planning Partners reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 643 Eli Lilly shares in Q4 2025, an estimated $491K.
  • Vertex Planning Partners first reported a position in Eli Lilly in Q4 2022 and held it in 11 quarters.
  • Vertex Planning Partners's Eli Lilly position peaked at $522K in Q1 2025.
  • 4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.