Bartlett & Co 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 | $24.6M | Sell |
25,459
-281
| -1% | -$285K | 0.32% | 62 |
|
|
2025
Q4 | $27.7M | Sell |
25,740
-304
| -1% | -$291K | 0.36% | 56 |
|
|
2025
Q3 | $19.9M | Sell |
26,044
-63
| -0.2% | -$46.9K | 0.26% | 74 |
|
|
2025
Q2 | $20.4M | Buy |
26,107
+231
| +0.9% | +$180K | 0.28% | 72 |
|
|
2025
Q1 | $21.4M | Sell |
25,876
-217
| -0.8% | -$181K | 0.31% | 68 |
|
|
2024
Q4 | $20.1M | Sell |
26,093
-158
| -0.6% | -$131K | 0.29% | 68 |
|
|
2024
Q3 | $23.3M | Buy |
26,251
+11
| +0% | +$9.89K | 0.33% | 65 |
|
|
2024
Q2 | $23.8M | Buy |
26,240
+55
| +0.2% | +$44K | 0.36% | 59 |
|
|
2024
Q1 | $20.4M | Buy |
26,185
+16
| +0.1% | +$11.4K | 0.31% | 66 |
|
|
2023
Q4 | $15.2M | Buy |
26,169
+505
| +2% | +$295K | 0.25% | 75 |
|
|
2023
Q3 | $13.8M | Buy |
25,664
+66
| +0.3% | +$34K | 0.25% | 82 |
|
|
2023
Q2 | $12M | Buy |
25,598
+3,255
| +15% | +$1.37M | 0.21% | 86 |
|
|
2023
Q1 | $7.67M | Buy |
22,343
+534
| +2% | +$180K | 0.15% | 108 |
|
|
2022
Q4 | $7.98M | Sell |
21,809
-155
| -0.7% | -$55K | 0.16% | 108 |
|
|
2022
Q3 | $7.1M | Sell |
21,964
-196
| -0.9% | -$62.1K | 0.15% | 107 |
|
|
2022
Q2 | $7.18M | Sell |
22,160
-168
| -0.8% | -$50.4K | 0.15% | 109 |
|
|
2022
Q1 | $6.39M | Buy |
22,328
+126
| +0.6% | +$32.4K | 0.11% | 119 |
|
|
2021
Q4 | $6.13M | Buy |
22,202
+1,411
| +7% | +$358K | 0.1% | 123 |
|
|
2021
Q3 | $4.8M | Buy |
20,791
+505
| +2% | +$125K | 0.09% | 127 |
|
|
2021
Q2 | $4.66M | Sell |
20,286
-100
| -0.5% | -$20.1K | 0.09% | 129 |
|
|
2021
Q1 | $3.81M | Sell |
20,386
-290
| -1% | -$56.7K | 0.08% | 135 |
|
|
2020
Q4 | $3.49M | Sell |
20,676
-31
| -0.1% | -$4.63K | 0.07% | 142 |
|
|
2020
Q3 | $3.07M | Buy |
20,707
+15
| +0.1% | +$2.32K | 0.07% | 140 |
|
|
2020
Q2 | $3.4M | Buy |
20,692
+1,175
| +6% | +$180K | 0.09% | 134 |
|
|
2020
Q1 | $2.71M | Sell |
19,517
-497
| -2% | -$68.3K | 0.08% | 139 |
|
|
2019
Q4 | $2.63M | Buy |
20,014
+1
| +0% | +$116 | 0.06% | 156 |
|
|
2019
Q3 | $2.24M | Buy |
20,013
+11,010
| +122% | +$1.23M | 0.06% | 162 |
|
|
2019
Q2 | $997K | Buy |
9,003
+11
| +0.1% | +$1.29K | 0.04% | 170 |
|
|
2019
Q1 | $1.17M | Buy |
8,992
+50
| +0.6% | +$6.08K | 0.04% | 159 |
|
|
2018
Q4 | $1.03M | Sell |
8,942
-265
| -3% | -$29.6K | 0.04% | 161 |
|
|
2018
Q3 | $988K | Sell |
9,207
-160
| -2% | -$16K | 0.04% | 166 |
|
|
2018
Q2 | $799K | Hold |
9,367
| – | – | 0.03% | 176 |
|
|
2018
Q1 | $725K | Buy |
+9,367
| New | +$754K | 0.03% | 179 |
|
Other funds holding LLY
VCM
VPM
Bartlett & Co Wealth Management's LLY Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Eli Lilly (LLY) stake by 1.1% in Q1 2026, selling an estimated $285K and leaving 25,459 shares worth $24.6M. The position accounts for 0.32% of the portfolio, ranked #62.
Bartlett & Co Wealth Management first reported a position in LLY in Q1 2018 and has held it in 33 quarters since. The position peaked at $27.7M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Bartlett & Co Wealth Management held 25,459 shares of Eli Lilly worth $24.6M as of Q1 2026.
- Bartlett & Co Wealth Management sold 281 Eli Lilly shares in Q1 2026, an estimated $285K.
- Eli Lilly made up 0.32% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #62 holding.
- Bartlett & Co Wealth Management first reported a position in Eli Lilly in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Eli Lilly position peaked at $27.7M in Q4 2025.
- 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.