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Whitaker-Myers Wealth Managers’s Eli Lilly LLY Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-617
Closed -$476K – 126
2024
Q4 		$476K Buy
+617
New +$511K 0.14% 61

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Whitaker-Myers Wealth Managers's LLY Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 617 shares — an estimated $476K sold.

Whitaker-Myers Wealth Managers first reported a position in LLY in Q4 2024 and held it in 1 quarter. The position peaked at $476K in Q4 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 617 Eli Lilly shares in Q1 2025, an estimated $476K.
  • Whitaker-Myers Wealth Managers first reported a position in Eli Lilly in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Eli Lilly position peaked at $476K in Q4 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.