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WMS Partners’s Eli Lilly LLY Stock Holding History

WMS Partners’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
-2,908
Closed -$2.24M – 156
2024
Q4 		$2.24M Buy
2,908
+355
+14% +$294K 0.13% 70
2024
Q3 		$2.26M Buy
2,553
+1,006
+65% +$904K 0.13% 70
2024
Q2 		$1.4M Sell
1,547
-17
-1% -$13.6K 0.09% 85
2024
Q1 		$1.22M Sell
1,564
-417
-21% -$297K 0.08% 98
2023
Q4 		$1.15M Sell
1,981
-1,152
-37% -$672K 0.08% 95
2023
Q3 		$1.68M Sell
3,133
-132
-4% -$68K 0.13% 69
2023
Q2 		$1.53M Buy
3,265
+3
+0.1% +$1.26K 0.12% 79
2023
Q1 		$1.12M Sell
3,262
-74
-2% -$25K 0.1% 89
2022
Q4 		$1.22M Sell
3,336
-115
-3% -$40.8K 0.12% 87
2022
Q3 		$1.12M Buy
3,451
+55
+2% +$17.4K 0.15% 80
2022
Q2 		$1.1M Sell
3,396
-1,206
-26% -$362K 0.17% 75
2022
Q1 		$1.32M Buy
4,602
+940
+26% +$242K 0.18% 66
2021
Q4 		$1.01M Buy
3,662
+22
+0.6% +$5.58K 0.22% 77
2021
Q3 		$841K Sell
3,640
-73
-2% -$18K 0.12% 98
2021
Q2 		$852K Sell
3,713
-70
-2% -$14.1K 0.13% 92
2021
Q1 		$707K Hold
3,783
– – 0.16% 88
2020
Q4 		$639K Buy
3,783
+13
+0.3% +$1.94K 0.11% 100
2020
Q3 		$558K Hold
3,770
– – 0.11% 102
2020
Q2 		$619K Sell
3,770
-255
-6% -$39.1K 0.13% 93
2020
Q1 		$558K Sell
4,025
-185
-4% -$25.4K 0.15% 78
2019
Q4 		$553K Sell
4,210
-202
-5% -$23.4K 0.12% 105
2019
Q3 		$493K Buy
4,412
+27
+0.6% +$3.01K 0.12% 115
2019
Q2 		$486K Sell
4,385
-1,250
-22% -$147K 0.12% 109
2019
Q1 		$731K Buy
5,635
+350
+7% +$42.6K 0.18% 75
2018
Q4 		$612K Buy
5,285
+43
+0.8% +$4.8K 0.17% 82
2018
Q3 		$563K Hold
5,242
– – 0.06% 111
2018
Q2 		$447K Sell
5,242
-865
-14% -$71K 0.05% 133
2018
Q1 		$472K Sell
6,107
-75
-1% -$6.04K 0.06% 120
2017
Q4 		$522K Buy
6,182
+904
+17% +$76.9K 0.06% 124
2017
Q3 		$451K Sell
5,278
-31
-0.6% -$2.54K 0.05% 131
2017
Q2 		$437K Sell
5,309
-65
-1% -$5.3K 0.05% 136
2017
Q1 		$452K Sell
5,374
-11
-0.2% -$881 0.06% 125
2016
Q4 		$396K Sell
5,385
-162
-3% -$12.1K 0.05% 131
2016
Q3 		$445K Buy
5,547
+688
+14% +$55.1K 0.06% 117
2016
Q2 		$383K Sell
4,859
-816
-14% -$61.4K 0.05% 135
2016
Q1 		$409K Sell
5,675
-183
-3% -$13.8K 0.06% 134
2015
Q4 		$494K Buy
5,858
+165
+3% +$13.7K 0.07% 117
2015
Q3 		$476K Sell
5,693
-20,778
-78% -$1.75M 0.07% 116
2015
Q2 		$2.21M Buy
26,471
+1,302
+5% +$99.2K 0.26% 81
2015
Q1 		$1.83M Buy
25,169
+20,738
+468% +$1.48M 0.22% 86
2014
Q4 		$306K Buy
4,431
+135
+3% +$9.11K 0.05% 163
2014
Q3 		$279K Hold
4,296
– – 0.04% 201
2014
Q2 		$267K Buy
4,296
+18
+0.4% +$1.07K 0.04% 203
2014
Q1 		$252K Buy
4,278
+32
+0.8% +$1.79K 0.04% 208
2013
Q4 		$216K Buy
4,246
+51
+1% +$2.55K 0.04% 215
2013
Q3 		$211K Sell
4,195
-600
-13% -$31.4K 0.04% 187
2013
Q2 		$236K Buy
+4,795
New +$261K 0.04% 197

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 $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
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

WMS Partners's LLY Position: Q1 2025 in Review

WMS Partners sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 2,908 shares — an estimated $2.24M sold.

WMS Partners first reported a position in LLY in Q2 2013 and held it in 47 quarters. The position peaked at $2.26M in Q3 2024. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • WMS Partners reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 2,908 Eli Lilly shares in Q1 2025, an estimated $2.24M.
  • WMS Partners first reported a position in Eli Lilly in Q2 2013 and held it in 47 quarters.
  • WMS Partners's Eli Lilly position peaked at $2.26M in Q3 2024.
  • 3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.