AmeriServ Wealth Advisors’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 | $2.58M | Sell |
2,804
-127
| -4% | -$129K | 1.65% | 8 |
|
|
2025
Q4 | $3.15M | Buy |
2,931
+2
| +0.1% | +$1.91K | 1.83% | 7 |
|
|
2025
Q3 | $2.23M | Sell |
2,929
-174
| -6% | -$129K | 1.13% | 10 |
|
|
2025
Q2 | $2.42M | Sell |
3,103
-12
| -0.4% | -$9.32K | 1.2% | 13 |
|
|
2025
Q1 | $2.57M | Sell |
3,115
-66
| -2% | -$54.9K | 1.49% | 10 |
|
|
2024
Q4 | $2.46M | Buy |
+3,181
| New | +$2.63M | 1.33% | 15 |
|
|
2023
Q3 | $1.57M | Sell |
2,925
-79
| -3% | -$40.7K | 2.9% | 9 |
|
|
2023
Q2 | $1.41M | Sell |
3,004
-1,880
| -38% | -$788K | 2.67% | 8 |
|
|
2023
Q1 | $1.68M | Sell |
4,884
-2
| -0% | -$675 | 3.86% | 8 |
|
|
2022
Q4 | $1.79M | Sell |
4,886
-23
| -0.5% | -$8.15K | 3.56% | 7 |
|
|
2022
Q3 | $1.59M | Sell |
4,909
-27
| -0.5% | -$8.55K | 3.5% | 7 |
|
|
2022
Q2 | $1.6M | Sell |
4,936
-68
| -1% | -$20.4K | 3.77% | 7 |
|
|
2022
Q1 | $1.43M | Sell |
5,004
-105
| -2% | -$27K | 1.05% | 17 |
|
|
2021
Q4 | $1.41M | Buy |
5,109
+89
| +2% | +$22.6K | 0.97% | 17 |
|
|
2021
Q3 | $1.16M | Sell |
5,020
-204
| -4% | -$50.3K | 0.89% | 23 |
|
|
2021
Q2 | $1.2M | Sell |
5,224
-413
| -7% | -$83K | 0.93% | 25 |
|
|
2021
Q1 | $1.05M | Sell |
5,637
-333
| -6% | -$65.1K | 0.9% | 23 |
|
|
2020
Q4 | $1.01M | Buy |
+5,970
| New | +$891K | 0.99% | 24 |
|
|
2019
Q3 | $756K | Sell |
6,763
-14
| -0.2% | -$1.56K | 1.03% | 23 |
|
|
2019
Q2 | $751K | Sell |
6,777
-25
| -0.4% | -$2.94K | 0.98% | 23 |
|
|
2019
Q1 | $883K | Sell |
6,802
-243
| -3% | -$29.5K | 1.84% | 17 |
|
|
2018
Q4 | $815K | Sell |
7,045
-820
| -10% | -$91.6K | 2.07% | 17 |
|
|
2018
Q3 | $844K | Buy |
7,865
+355
| +5% | +$35.5K | 1.05% | 22 |
|
|
2018
Q2 | $641K | Sell |
7,510
-171
| -2% | -$14K | 0.86% | 29 |
|
|
2018
Q1 | $594K | Sell |
7,681
-222
| -3% | -$17.9K | 0.67% | 31 |
|
|
2017
Q4 | $669K | Buy |
+7,903
| New | +$672K | 0.65% | 30 |
|
|
2016
Q4 | – | Sell |
-8,276
| Closed | -$664K | – | 58 |
|
|
2016
Q3 | $664K | Buy |
+8,276
| New | +$662K | 0.84% | 28 |
|
|
2015
Q4 | – | Sell |
-9,576
| Closed | -$801K | – | 45 |
|
|
2015
Q3 | $801K | Buy |
9,576
+43
| +0.5% | +$3.63K | 1.53% | 19 |
|
|
2015
Q2 | $796K | Sell |
9,533
-4,100
| -30% | -$312K | 0.93% | 24 |
|
|
2015
Q1 | $991K | Sell |
13,633
-463
| -3% | -$33K | 1.14% | 19 |
|
|
2014
Q4 | $972K | Sell |
14,096
-192
| -1% | -$13K | 0.94% | 17 |
|
|
2014
Q3 | $926K | Buy |
14,288
+34
| +0.2% | +$2.15K | 1.6% | 11 |
|
|
2014
Q2 | $886K | Sell |
14,254
-191
| -1% | -$11.4K | 0.95% | 20 |
|
|
2014
Q1 | $850K | Sell |
14,445
-33
| -0.2% | -$1.84K | 0.85% | 28 |
|
|
2013
Q4 | $738K | Sell |
14,478
-368
| -2% | -$18.4K | 0.44% | 68 |
|
|
2013
Q3 | $747K | Buy |
14,846
+249
| +2% | +$13K | 0.48% | 66 |
|
|
2013
Q2 | $717K | Buy |
+14,597
| New | +$794K | 0.46% | 65 |
|
Other funds holding LLY
VCM
VPM
AmeriServ Wealth Advisors's LLY Position: Q1 2026 in Review
AmeriServ Wealth Advisors reduced its Eli Lilly (LLY) stake by 4.3% in Q1 2026, selling an estimated $129K and leaving 2,804 shares worth $2.58M. The position accounts for 1.65% of the portfolio, ranked #8.
AmeriServ Wealth Advisors first reported a position in LLY in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.15M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- AmeriServ Wealth Advisors held 2,804 shares of Eli Lilly worth $2.58M as of Q1 2026.
- AmeriServ Wealth Advisors sold 127 Eli Lilly shares in Q1 2026, an estimated $129K.
- Eli Lilly made up 1.65% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #8 holding.
- AmeriServ Wealth Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 37 quarters since.
- AmeriServ Wealth Advisors's Eli Lilly position peaked at $3.15M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.