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XML Financial’s Eli Lilly LLY Stock Holding History

XML Financial’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
2026
Q1 		$1.46M Sell
1,591
-73
-4% -$74K 0.12% 156
2025
Q4 		$1.79M Buy
1,664
+289
+21% +$276K 0.15% 133
2025
Q3 		$1.05M Sell
1,375
-295
-18% -$220K 0.09% 179
2025
Q2 		$1.3M Hold
1,670
– – 0.11% 154
2025
Q1 		$1.38M Sell
1,670
-155
-8% -$129K 0.13% 143
2024
Q4 		$1.41M Buy
1,825
+50
+3% +$41.4K 0.13% 142
2024
Q3 		$1.57M Buy
1,775
+17
+1% +$15.3K 0.15% 136
2024
Q2 		$1.59M Hold
1,758
– – 0.16% 130
2024
Q1 		$1.37M Buy
1,758
+261
+17% +$186K 0.14% 138
2023
Q4 		$873K Sell
1,497
-69
-4% -$40.3K 0.09% 174
2023
Q3 		$841K Sell
1,566
-100
-6% -$51.5K 0.1% 169
2023
Q2 		$781K Sell
1,666
-17
-1% -$7.13K 0.09% 179
2023
Q1 		$578K Buy
1,683
+100
+6% +$33.7K 0.07% 199
2022
Q4 		$579K Buy
1,583
+30
+2% +$10.6K 0.07% 197
2022
Q3 		$502K Buy
1,553
+630
+68% +$200K 0.07% 197
2022
Q2 		$299K Sell
923
-559
-38% -$168K 0.07% 174
2022
Q1 		$424K Buy
1,482
+295
+25% +$75.9K 0.05% 226
2021
Q4 		$328K Buy
1,187
+1
+0.1% +$254 0.04% 249
2021
Q3 		$274K Buy
+1,186
New +$293K 0.04% 256

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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