Wolf Group Capital Advisors’s Eli Lilly LLY Stock Holding History

Wolf Group Capital Advisors’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	$1.89M	Sell	2,292 -3,148	-58%	-$2.62M	0.64%	48
2024 Q4	$2.55M	Hold	5,440	–	–	1.24%	23
2024 Q3	$2.55M	Buy	5,440 +2,163	+66%	+$1.94M	1.21%	24
2024 Q2	$2.97M	Sell	3,277 -2,163	-40%	-$1.73M	1.17%	24
2024 Q1	$2.55M	Hold	5,440	–	–	1.21%	24
2023 Q4	$2.55M	Buy	5,440 +273	+5%	+$159K	1.21%	24
2023 Q3	$2.78M	Sell	5,167 -278	-5%	-$143K	1.31%	23
2023 Q2	$2.38M	Sell	5,445 -299	-5%	-$125K	1.19%	25
2023 Q1	$1.97M	Sell	5,744 -723	-11%	-$244K	0.98%	32
2022 Q4	$2.37M	Sell	6,467 -914	-12%	-$324K	1.12%	28
2022 Q3	$2.39M	Sell	7,381 -21	-0.3%	-$6.65K	1.31%	26
2022 Q2	$2.4M	Buy	7,402 +111	+2%	+$33.3K	1.25%	27
2022 Q1	$2.09M	Buy	+7,291	New	+$1.88M	1.07%	31

Other funds holding LLY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wolf Group Capital Advisors's LLY Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Eli Lilly (LLY) stake by 58% in Q1 2025, selling an estimated $2.62M and leaving 2,292 shares worth $1.89M. The position accounts for 0.64% of the portfolio, ranked #48.

Wolf Group Capital Advisors first reported a position in LLY in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.97M in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

Wolf Group Capital Advisors held 2,292 shares of Eli Lilly worth $1.89M as of Q1 2025.
Wolf Group Capital Advisors sold 3,148 Eli Lilly shares in Q1 2025, an estimated $2.62M.
Eli Lilly made up 0.64% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #48 holding.
Wolf Group Capital Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 13 quarters since.
Wolf Group Capital Advisors's Eli Lilly position peaked at $2.97M in Q2 2024.
3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.