Atria Investments’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 | $34.4M | Sell |
37,389
-3,431
| -8% | -$3.48M | 0.38% | 44 |
|
|
2025
Q4 | $43.9M | Buy |
40,820
+465
| +1% | +$445K | 0.5% | 31 |
|
|
2025
Q3 | $30.8M | Sell |
40,355
-6,162
| -13% | -$4.59M | 0.35% | 44 |
|
|
2025
Q2 | $36.3M | Sell |
46,517
-1,302
| -3% | -$1.01M | 0.43% | 36 |
|
|
2025
Q1 | $39.5M | Sell |
47,819
-792
| -2% | -$659K | 0.51% | 29 |
|
|
2024
Q4 | $37.5M | Buy |
48,611
+2,618
| +6% | +$2.17M | 0.47% | 35 |
|
|
2024
Q3 | $40.7M | Sell |
45,993
-671
| -1% | -$603K | 0.51% | 33 |
|
|
2024
Q2 | $42.2M | Sell |
46,664
-1,186
| -2% | -$949K | 0.55% | 27 |
|
|
2024
Q1 | $37.2M | Buy |
47,850
+5,650
| +13% | +$4.02M | 0.51% | 31 |
|
|
2023
Q4 | $24.6M | Buy |
42,200
+3,370
| +9% | +$1.97M | 0.38% | 51 |
|
|
2023
Q3 | $20.8M | Buy |
38,830
+299
| +0.8% | +$154K | 0.37% | 54 |
|
|
2023
Q2 | $18.1M | Sell |
38,531
-3,481
| -8% | -$1.46M | 0.33% | 60 |
|
|
2023
Q1 | $14.4M | Sell |
42,012
-2,403
| -5% | -$810K | 0.27% | 79 |
|
|
2022
Q4 | $16.2M | Buy |
44,415
+757
| +2% | +$268K | 0.33% | 59 |
|
|
2022
Q3 | $14.1M | Buy |
43,658
+732
| +2% | +$232K | 0.31% | 66 |
|
|
2022
Q2 | $13.9M | Buy |
42,926
+5,175
| +14% | +$1.55M | 0.29% | 70 |
|
|
2022
Q1 | $10.8M | Buy |
37,751
+4,139
| +12% | +$1.07M | 0.19% | 130 |
|
|
2021
Q4 | $9.28M | Sell |
33,612
-1,114
| -3% | -$282K | 0.17% | 147 |
|
|
2021
Q3 | $8.02M | Buy |
34,726
+898
| +3% | +$222K | 0.14% | 157 |
|
|
2021
Q2 | $7.76M | Buy |
33,828
+4,104
| +14% | +$824K | 0.15% | 155 |
|
|
2021
Q1 | $5.55M | Sell |
29,724
-12,315
| -29% | -$2.41M | 0.12% | 193 |
|
|
2020
Q4 | $7.1M | Buy |
42,039
+3,491
| +9% | +$521K | 0.17% | 143 |
|
|
2020
Q3 | $5.71M | Sell |
38,548
-26,210
| -40% | -$4.06M | 0.17% | 136 |
|
|
2020
Q2 | $10.6M | Buy |
+64,758
| New | +$9.94M | 0.36% | 63 |
|
|
2020
Q1 | – | Sell |
-24,526
| Closed | -$3.22M | – | 911 |
|
|
2019
Q4 | $3.22M | Buy |
24,526
+13,854
| +130% | +$1.61M | 0.09% | 203 |
|
|
2019
Q3 | $1.19M | Buy |
10,672
+2,350
| +28% | +$262K | 0.04% | 366 |
|
|
2019
Q2 | $944K | Buy |
8,322
+133
| +2% | +$15.7K | 0.04% | 419 |
|
|
2019
Q1 | $1.06M | Sell |
8,189
-4,979
| -38% | -$605K | 0.05% | 340 |
|
|
2018
Q4 | $1.52M | Sell |
13,168
-19,188
| -59% | -$2.14M | 0.07% | 219 |
|
|
2018
Q3 | $3.47M | Sell |
32,356
-7,907
| -20% | -$791K | 0.14% | 129 |
|
|
2018
Q2 | $3.44M | Sell |
40,263
-6,823
| -14% | -$560K | 0.15% | 126 |
|
|
2018
Q1 | $3.64M | Buy |
47,086
+32,337
| +219% | +$2.6M | 0.18% | 108 |
|
|
2017
Q4 | $1.25M | Sell |
14,749
-29,835
| -67% | -$2.54M | 0.06% | 283 |
|
|
2017
Q3 | $3.81M | Buy |
44,584
+527
| +1% | +$43.2K | 0.21% | 89 |
|
|
2017
Q2 | $3.63M | Buy |
44,057
+4,078
| +10% | +$333K | 0.22% | 83 |
|
|
2017
Q1 | $3.36M | Buy |
39,979
+3,483
| +10% | +$279K | 0.22% | 89 |
|
|
2016
Q4 | $2.68M | Buy |
36,496
+25,222
| +224% | +$1.88M | 0.2% | 91 |
|
|
2016
Q3 | $905K | Buy |
11,274
+4,329
| +62% | +$346K | 0.08% | 208 |
|
|
2016
Q2 | $550K | Buy |
6,945
+1,911
| +38% | +$144K | 0.06% | 246 |
|
|
2016
Q1 | $363K | Sell |
5,034
-977
| -16% | -$73.9K | 0.04% | 328 |
|
|
2015
Q4 | $488K | Buy |
6,011
+945
| +19% | +$78.4K | 0.05% | 232 |
|
|
2015
Q3 | $424K | Sell |
5,066
-1,189
| -19% | -$100K | 0.06% | 216 |
|
|
2015
Q2 | $522K | Sell |
6,255
-348
| -5% | -$26.5K | 0.06% | 238 |
|
|
2015
Q1 | $480K | Sell |
6,603
-5,035
| -43% | -$358K | 0.05% | 249 |
|
|
2014
Q4 | $803K | Sell |
11,638
-21,629
| -65% | -$1.46M | 0.09% | 192 |
|
|
2014
Q3 | $2.16M | Sell |
33,267
-2,523
| -7% | -$160K | 0.22% | 88 |
|
|
2014
Q2 | $2.23M | Buy |
35,790
+23,335
| +187% | +$1.39M | 0.22% | 91 |
|
|
2014
Q1 | $733K | Buy |
12,455
+3,933
| +46% | +$219K | 0.07% | 222 |
|
|
2013
Q4 | $435K | Sell |
8,522
-108
| -1% | -$5.41K | 0.04% | 315 |
|
|
2013
Q3 | $434K | Buy |
8,630
+2,598
| +43% | +$136K | 0.05% | 302 |
|
|
2013
Q2 | $296K | Buy |
+6,032
| New | +$328K | 0.04% | 297 |
|
Other funds holding LLY
VCM
VPM
Atria Investments's LLY Position: Q1 2026 in Review
Atria Investments reduced its Eli Lilly (LLY) stake by 8.4% in Q1 2026, selling an estimated $3.48M and leaving 37,389 shares worth $34.4M. The position accounts for 0.38% of the portfolio, ranked #44.
Atria Investments first reported a position in LLY in Q2 2013 and has held it in 51 quarters since. The position peaked at $43.9M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Atria Investments held 37,389 shares of Eli Lilly worth $34.4M as of Q1 2026.
- Atria Investments sold 3,431 Eli Lilly shares in Q1 2026, an estimated $3.48M.
- Eli Lilly made up 0.38% of Atria Investments's portfolio in Q1 2026, its #44 holding.
- Atria Investments first reported a position in Eli Lilly in Q2 2013 and has held it in 51 quarters since.
- Atria Investments's Eli Lilly position peaked at $43.9M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.