WR Wealth Planners’s Eli Lilly LLY Stock Holding History

WR Wealth Planners’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
2024 Q4	$1.21M	Sell	1,567 -140	-8%	-$116K	0.39%	38
2024 Q3	$1.51M	Sell	1,707 -1	-0.1%	-$899	0.42%	42
2024 Q2	$1.55M	Sell	1,708 -19	-1%	-$15.2K	0.47%	38
2024 Q1	$1.34M	Buy	1,727 +61	+4%	+$43.4K	0.42%	39
2023 Q4	$971K	Sell	1,666 -50	-3%	-$29.2K	0.36%	50
2023 Q3	$922K	Buy	1,716 +164	+11%	+$84.5K	0.35%	49
2023 Q2	$728K	Buy	1,552 +652	+72%	+$273K	0.28%	62
2023 Q1	$309K	Buy	900 +759	+538%	+$256K	0.13%	125
2022 Q4	$51.6K	Hold	141	–	–	0.03%	170
2022 Q3	$45.6K	Hold	141	–	–	0.03%	169
2022 Q2	$45.7K	Hold	141	–	–	0.03%	177
2022 Q1	$40.4K	Buy	+141	New	+$36.3K	0.02%	183

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

WR Wealth Planners's LLY Position: Q4 2024 in Review

WR Wealth Planners reduced its Eli Lilly (LLY) stake by 8.2% in Q4 2024, selling an estimated $116K and leaving 1,567 shares worth $1.21M. The position accounts for 0.39% of the portfolio, ranked #38.

WR Wealth Planners first reported a position in LLY in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.55M in Q2 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

WR Wealth Planners held 1,567 shares of Eli Lilly worth $1.21M as of Q4 2024.
WR Wealth Planners sold 140 Eli Lilly shares in Q4 2024, an estimated $116K.
Eli Lilly made up 0.39% of WR Wealth Planners's portfolio in Q4 2024, its #38 holding.
WR Wealth Planners first reported a position in Eli Lilly in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Eli Lilly position peaked at $1.55M in Q2 2024.
3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.