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Wealthstream Advisors’s Eli Lilly LLY Stock Holding History

Wealthstream Advisors’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
Q3 		$1.36M Buy
1,776
+202
+13% +$150K 0.2% 44
2025
Q2 		$1.23M Buy
1,574
+255
+19% +$198K 0.2% 47
2025
Q1 		$1.09M Buy
1,319
+49
+4% +$40.8K 0.2% 41
2024
Q4 		$980K Sell
1,270
-62
-5% -$51.3K 0.18% 50
2024
Q3 		$1.18M Buy
1,332
+54
+4% +$48.5K 0.21% 38
2024
Q2 		$1.16M Sell
1,278
-6
-0.5% -$4.8K 0.42% 33
2024
Q1 		$999K Sell
1,284
-392
-23% -$279K 0.38% 41
2023
Q4 		$977K Buy
1,676
+766
+84% +$447K 0.4% 34
2023
Q3 		$489K Buy
910
+87
+11% +$44.8K 0.25% 54
2023
Q2 		$386K Buy
823
+44
+6% +$18.5K 0.2% 59
2023
Q1 		$268K Buy
779
+45
+6% +$15.2K 0.16% 61
2022
Q4 		$269K Sell
734
-6
-0.8% -$2.13K 0.18% 59
2022
Q3 		$239K Buy
740
+32
+5% +$10.1K 0.26% 55
2022
Q2 		$230K Buy
+708
New +$213K 0.23% 60

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthstream Advisors's LLY Position: Q3 2025 in Review

Wealthstream Advisors increased its Eli Lilly (LLY) stake by 13% in Q3 2025, buying an estimated $150K and bringing the position to 1,776 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #44.

Wealthstream Advisors first reported a position in LLY in Q2 2022 and has held it in 14 quarters since. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Wealthstream Advisors held 1,776 shares of Eli Lilly worth $1.36M as of Q3 2025.
  • Wealthstream Advisors bought 202 Eli Lilly shares in Q3 2025, an estimated $150K.
  • Eli Lilly made up 0.2% of Wealthstream Advisors's portfolio in Q3 2025, its #44 holding.
  • Wealthstream Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 14 quarters since.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.