AE Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.2M | Sell |
60,031
-29,966
| -33% | -$30.4M | 0.3% | 85 |
|
|
2025
Q4 | $96.7M | Buy |
89,997
+3,562
| +4% | +$3.41M | 0.56% | 39 |
|
|
2025
Q3 | $66M | Buy |
86,435
+18,200
| +27% | +$13.5M | 0.42% | 55 |
|
|
2025
Q2 | $53.2M | Buy |
68,235
+5,592
| +9% | +$4.35M | 0.39% | 61 |
|
|
2025
Q1 | $51.7M | Sell |
62,643
-4,564
| -7% | -$3.8M | 0.44% | 55 |
|
|
2024
Q4 | $51.9M | Sell |
67,207
-6,011
| -8% | -$4.98M | 0.44% | 53 |
|
|
2024
Q3 | $64.9M | Buy |
73,218
+9,605
| +15% | +$8.64M | 0.59% | 36 |
|
|
2024
Q2 | $57.6M | Buy |
63,613
+6,647
| +12% | +$5.32M | 0.58% | 34 |
|
|
2024
Q1 | $44.3M | Sell |
56,966
-34,821
| -38% | -$24.8M | 0.5% | 41 |
|
|
2023
Q4 | $58.7M | Buy |
91,787
+9,161
| +11% | +$5.35M | 0.3% | 69 |
|
|
2023
Q3 | $44.4M | Sell |
82,626
-305
| -0.4% | -$157K | 0.27% | 74 |
|
|
2023
Q2 | $38.9M | Buy |
82,931
+26,195
| +46% | +$11M | 0.23% | 85 |
|
|
2023
Q1 | $19.5M | Buy |
56,736
+12,694
| +29% | +$4.28M | 0.13% | 194 |
|
|
2022
Q4 | $16.1M | Buy |
44,042
+2,598
| +6% | +$921K | 0.12% | 204 |
|
|
2022
Q3 | $13.4M | Buy |
41,444
+6,056
| +17% | +$1.92M | 0.11% | 199 |
|
|
2022
Q2 | $11.5M | Buy |
35,388
+1,790
| +5% | +$537K | 0.09% | 245 |
|
|
2022
Q1 | $9.62M | Buy |
33,598
+526
| +2% | +$135K | 0.07% | 291 |
|
|
2021
Q4 | $9.13M | Buy |
33,072
+5,896
| +22% | +$1.49M | 0.06% | 285 |
|
|
2021
Q3 | $6.28M | Buy |
27,176
+1,586
| +6% | +$391K | 0.05% | 330 |
|
|
2021
Q2 | $5.87M | Buy |
25,590
+4,120
| +19% | +$828K | 0.05% | 326 |
|
|
2021
Q1 | $4.01M | Buy |
21,470
+2,832
| +15% | +$554K | 0.04% | 365 |
|
|
2020
Q4 | $3.15M | Buy |
18,638
+1,015
| +6% | +$152K | 0.04% | 369 |
|
|
2020
Q3 | $2.61M | Buy |
17,623
+3,390
| +24% | +$525K | 0.04% | 360 |
|
|
2020
Q2 | $2.34M | Sell |
14,233
-7,293
| -34% | -$1.12M | 0.04% | 364 |
|
|
2020
Q1 | $2.99M | Buy |
21,526
+2,900
| +16% | +$398K | 0.07% | 237 |
|
|
2019
Q4 | $2.45M | Buy |
18,626
+3,906
| +27% | +$453K | 0.05% | 299 |
|
|
2019
Q3 | $1.65M | Buy |
14,720
+999
| +7% | +$111K | 0.05% | 312 |
|
|
2019
Q2 | $1.52M | Buy |
13,721
+6,734
| +96% | +$793K | 0.05% | 295 |
|
|
2019
Q1 | $907K | Buy |
6,987
+2,107
| +43% | +$256K | 0.06% | 224 |
|
|
2018
Q4 | $565K | Sell |
4,880
-63
| -1% | -$7.04K | 0.1% | 228 |
|
|
2018
Q3 | $530K | Buy |
+4,943
| New | +$494K | 0.03% | 305 |
|
|
2018
Q2 | – | Sell |
-13,615
| Closed | -$1.05M | – | 484 |
|
|
2018
Q1 | $1.05M | Buy |
+13,615
| New | +$1.1M | 0.08% | 154 |
|
|
2017
Q4 | – | Sell |
-13,759
| Closed | -$1.18M | – | 443 |
|
|
2017
Q3 | $1.18M | Buy |
13,759
+378
| +3% | +$31K | 0.11% | 121 |
|
|
2017
Q2 | $1.1M | Buy |
13,381
+730
| +6% | +$59.6K | 0.13% | 131 |
|
|
2017
Q1 | $1.06M | Buy |
12,651
+991
| +8% | +$79.4K | 0.2% | 98 |
|
|
2016
Q4 | $858K | Buy |
+11,660
| New | +$868K | 0.35% | 70 |
|
Other funds holding LLY
VCM
VPM
AE Wealth Management's LLY Position: Q1 2026 in Review
AE Wealth Management reduced its Eli Lilly (LLY) stake by 33% in Q1 2026, selling an estimated $30.4M and leaving 60,031 shares worth $55.2M. The position accounts for 0.3% of the portfolio, ranked #85.
AE Wealth Management first reported a position in LLY in Q4 2016 and has held it in 36 quarters since. The position peaked at $96.7M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- AE Wealth Management held 60,031 shares of Eli Lilly worth $55.2M as of Q1 2026.
- AE Wealth Management sold 29,966 Eli Lilly shares in Q1 2026, an estimated $30.4M.
- Eli Lilly made up 0.3% of AE Wealth Management's portfolio in Q1 2026, its #85 holding.
- AE Wealth Management first reported a position in Eli Lilly in Q4 2016 and has held it in 36 quarters since.
- AE Wealth Management's Eli Lilly position peaked at $96.7M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.