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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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Willow Creek Wealth Management's LLY Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Eli Lilly (LLY) stake by 3% in Q3 2025, selling an estimated $10.4K and leaving 453 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #128.

Willow Creek Wealth Management first reported a position in LLY in Q3 2022 and has held it in 11 quarters since. The position peaked at $435K in Q2 2024. 3,903 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Willow Creek Wealth Management held 453 shares of Eli Lilly worth $346K as of Q3 2025.
  • Willow Creek Wealth Management sold 14 Eli Lilly shares in Q3 2025, an estimated $10.4K.
  • Eli Lilly made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #128 holding.
  • Willow Creek Wealth Management first reported a position in Eli Lilly in Q3 2022 and has held it in 11 quarters since.
  • Willow Creek Wealth Management's Eli Lilly position peaked at $435K in Q2 2024.
  • 3,903 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.