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Willow Creek Wealth Management’s Eli Lilly LLY Stock Holding History

Willow Creek Wealth 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 		$346K Sell
453
-14
-3% -$10.4K 0.03% 128
2025
Q2 		$364K Buy
467
+8
+2% +$6.22K 0.03% 120
2025
Q1 		$379K Sell
459
-11
-2% -$9.15K 0.04% 107
2024
Q4 		$363K Sell
470
-10
-2% -$8.28K 0.04% 111
2024
Q3 		$425K Hold
480
– – 0.04% 99
2024
Q2 		$435K Sell
480
-11
-2% -$8.8K 0.05% 92
2024
Q1 		$382K Buy
491
+11
+2% +$7.83K 0.04% 103
2023
Q4 		$280K Buy
480
+3
+0.6% +$1.75K 0.04% 118
2023
Q3 		$256K Sell
477
-28
-6% -$14.4K 0.04% 117
2023
Q2 		$237K Buy
+505
New +$212K 0.03% 129
2022
Q4 		– Sell
-628
Closed -$203K – 134
2022
Q3 		$203K Buy
+628
New +$199K 0.04% 115

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