Belpointe Asset 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 | $5.81M | Sell |
6,320
-2,757
| -30% | -$2.8M | 0.21% | 88 |
|
|
2025
Q4 | $9.76M | Buy |
9,077
+4,370
| +93% | +$4.18M | 0.35% | 48 |
|
|
2025
Q3 | $3.59M | Sell |
4,707
-964
| -17% | -$717K | 0.14% | 127 |
|
|
2025
Q2 | $4.42M | Buy |
5,671
+986
| +21% | +$766K | 0.18% | 99 |
|
|
2025
Q1 | $3.87M | Sell |
4,685
-338
| -7% | -$281K | 0.2% | 94 |
|
|
2024
Q4 | $4.82M | Buy |
5,023
+47
| +0.9% | +$38.9K | 0.29% | 62 |
|
|
2024
Q3 | $4.41M | Sell |
4,976
-754
| -13% | -$678K | 0.26% | 74 |
|
|
2024
Q2 | $5.19M | Buy |
5,730
+480
| +9% | +$384K | 0.36% | 48 |
|
|
2024
Q1 | $4.08M | Buy |
5,250
+75
| +1% | +$53.4K | 0.31% | 60 |
|
|
2023
Q4 | $3.02M | Buy |
5,175
+177
| +4% | +$103K | 0.27% | 71 |
|
|
2023
Q3 | $2.69M | Sell |
4,998
-377
| -7% | -$194K | 0.28% | 64 |
|
|
2023
Q2 | $2.52M | Sell |
5,375
-4,952
| -48% | -$2.08M | 0.27% | 78 |
|
|
2023
Q1 | $3.55M | Sell |
10,327
-405
| -4% | -$137K | 0.19% | 98 |
|
|
2022
Q4 | $3.93M | Buy |
10,732
+350
| +3% | +$124K | 0.24% | 78 |
|
|
2022
Q3 | $3.36M | Buy |
10,382
+4,001
| +63% | +$1.27M | 0.23% | 85 |
|
|
2022
Q2 | $2.07M | Sell |
6,381
-1,455
| -19% | -$437K | 0.14% | 160 |
|
|
2022
Q1 | $2.25M | Buy |
7,836
+357
| +5% | +$91.9K | 0.14% | 157 |
|
|
2021
Q4 | $2.06M | Buy |
7,479
+318
| +4% | +$80.6K | 0.13% | 156 |
|
|
2021
Q3 | $1.65M | Buy |
7,161
+1,088
| +18% | +$269K | 0.11% | 186 |
|
|
2021
Q2 | $1.39M | Buy |
6,073
+645
| +12% | +$130K | 0.1% | 220 |
|
|
2021
Q1 | $977K | Buy |
5,428
+960
| +21% | +$188K | 0.08% | 257 |
|
|
2020
Q4 | $756K | Buy |
4,468
+538
| +14% | +$80.3K | 0.07% | 309 |
|
|
2020
Q3 | $581K | Buy |
3,930
+751
| +24% | +$116K | 0.06% | 304 |
|
|
2020
Q2 | $522K | Sell |
3,179
-2,589
| -45% | -$397K | 0.07% | 294 |
|
|
2020
Q1 | $801K | Sell |
5,768
-2,304
| -29% | -$317K | 0.14% | 172 |
|
|
2019
Q4 | $1.06M | Buy |
8,072
+5,708
| +241% | +$662K | 0.13% | 168 |
|
|
2019
Q3 | $264K | Buy |
2,364
+122
| +5% | +$13.6K | 0.04% | 418 |
|
|
2019
Q2 | $248K | Sell |
2,242
-549
| -20% | -$64.7K | 0.05% | 366 |
|
|
2019
Q1 | $362K | Sell |
2,791
-2,317
| -45% | -$282K | 0.07% | 213 |
|
|
2018
Q4 | $591K | Sell |
5,108
-2,842
| -36% | -$317K | 0.15% | 148 |
|
|
2018
Q3 | $853K | Buy |
+7,950
| New | +$795K | 0.13% | 154 |
|
|
2017
Q4 | – | Sell |
-6,095
| Closed | -$521K | – | 481 |
|
|
2017
Q3 | $521K | Buy |
+6,095
| New | +$500K | 0.12% | 178 |
|
Other funds holding LLY
VCM
VPM
Belpointe Asset Management's LLY Position: Q1 2026 in Review
Belpointe Asset Management reduced its Eli Lilly (LLY) stake by 30% in Q1 2026, selling an estimated $2.8M and leaving 6,320 shares worth $5.81M. The position accounts for 0.21% of the portfolio, ranked #88.
Belpointe Asset Management first reported a position in LLY in Q3 2017 and has held it in 32 quarters since. The position peaked at $9.76M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Belpointe Asset Management held 6,320 shares of Eli Lilly worth $5.81M as of Q1 2026.
- Belpointe Asset Management sold 2,757 Eli Lilly shares in Q1 2026, an estimated $2.8M.
- Eli Lilly made up 0.21% of Belpointe Asset Management's portfolio in Q1 2026, its #88 holding.
- Belpointe Asset Management first reported a position in Eli Lilly in Q3 2017 and has held it in 32 quarters since.
- Belpointe Asset Management's Eli Lilly position peaked at $9.76M in Q4 2025.
- 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.