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WealthTrak Capital Management’s Eli Lilly LLY Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-59
Closed -$46K – 542
2025
Q2 		$46K Buy
59
+17
+40% +$13.2K 0.04% 111
2025
Q1 		$34.7K Buy
42
+17
+68% +$14.1K 0.03% 118
2024
Q4 		$19.3K Buy
+25
New +$20.7K 0.02% 133

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

WealthTrak Capital Management's LLY Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 59 shares — an estimated $46K sold.

WealthTrak Capital Management first reported a position in LLY in Q4 2024 and held it in 3 quarters. The position peaked at $46K in Q2 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 59 Eli Lilly shares in Q3 2025, an estimated $46K.
  • WealthTrak Capital Management first reported a position in Eli Lilly in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Eli Lilly position peaked at $46K in Q2 2025.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.