Berkshire 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
$3.64M Buy
3,955
+60
+2% +$60.8K 0.16% 74
2025
Q4
$4.19M Sell
3,895
-916
-19% -$876K 0.18% 73
2025
Q3
$3.67M Buy
4,811
+847
+21% +$630K 0.16% 79
2025
Q2
$3.09M Buy
3,964
+50
+1% +$38.9K 0.14% 86
2025
Q1
$2.94M Sell
3,914
-55
-1% -$45.8K 0.14% 87
2024
Q4
$3.12M Buy
3,969
+83
+2% +$68.7K 0.15% 83
2024
Q3
$3.52M Hold
3,886
0.18% 75
2024
Q2
$3.52M Sell
3,886
-100
-3% -$80K 0.18% 76
2024
Q1
$3.1M Sell
3,986
-58
-1% -$41.3K 0.16% 74
2023
Q4
$2.36M Sell
4,044
-7
-0.2% -$4.09K 0.13% 78
2023
Q3
$2.18M Sell
4,051
-8
-0.2% -$4.12K 0.14% 79
2023
Q2
$1.9M Buy
4,059
+58
+1% +$24.3K 0.11% 88
2023
Q1
$1.37M Buy
+4,001
New +$1.35M 0.08% 97
2022
Q4
Sell
-3,791
Closed -$1.23M 184
2022
Q3
$1.23M Sell
3,791
-84
-2% -$26.6K 0.09% 96
2022
Q2
$1.26M Buy
3,875
+76
+2% +$22.8K 0.08% 102
2022
Q1
$1.09M Buy
3,799
+65
+2% +$16.7K 0.07% 100
2021
Q4
$1.03M Sell
3,734
-26
-0.7% -$6.59K 0.06% 118
2021
Q3
$869K Buy
3,760
+359
+11% +$88.6K 0.06% 124
2021
Q2
$781K Buy
+3,401
New +$683K 0.05% 127
2021
Q1
Sell
-3,676
Closed -$621K 233
2020
Q4
$621K Buy
3,676
+391
+12% +$58.4K 0.05% 136
2020
Q3
$486K Hold
3,285
0.05% 112
2020
Q2
$539K Sell
3,285
-270
-8% -$41.4K 0.05% 111
2020
Q1
$493K Sell
3,555
-435
-11% -$59.8K 0.05% 132
2019
Q4
$524K Sell
3,990
-7,605
-66% -$882K 0.04% 124
2019
Q3
$1.3M Buy
11,595
+90
+0.8% +$10K 0.11% 97
2019
Q2
$1.27M Hold
11,505
0.11% 97
2019
Q1
$1.49M Hold
11,505
0.13% 93
2018
Q4
$1.33M Hold
11,505
0.12% 93
2018
Q3
$1.24M Sell
11,505
-4,511
-28% -$451K 0.1% 98
2018
Q2
$1.37M Buy
16,016
+716
+5% +$58.8K 0.13% 90
2018
Q1
$1.18M Buy
15,300
+3,129
+26% +$252K 0.11% 96
2017
Q4
$1.03M Buy
12,171
+7,533
+162% +$641K 0.1% 99
2017
Q3
$397K Buy
4,638
+43
+0.9% +$3.53K 0.04% 141
2017
Q2
$378K Hold
4,595
0.04% 142
2017
Q1
$386K Hold
4,595
0.05% 143
2016
Q4
$338K Hold
4,595
0.04% 142
2016
Q3
$369K Hold
4,595
0.05% 136
2016
Q2
$362K Hold
4,595
0.06% 136
2016
Q1
$331K Hold
4,595
0.05% 129
2015
Q4
$387K Sell
4,595
-155
-3% -$12.9K 0.06% 113
2015
Q3
$398K Sell
4,750
-17,700
-79% -$1.49M 0.07% 105
2015
Q2
$1.87M Hold
22,450
0.31% 68
2015
Q1
$1.63M Buy
22,450
+155
+0.7% +$11K 0.27% 71
2014
Q4
$1.54M Hold
22,295
0.26% 73
2014
Q3
$1.45M Hold
22,295
0.27% 74
2014
Q2
$1.39M Sell
22,295
-4,733
-18% -$282K 0.26% 73
2014
Q1
$1.59M Sell
27,028
-224
-0.8% -$12.5K 0.31% 68
2013
Q4
$1.39M Buy
27,252
+513
+2% +$25.7K 0.26% 74
2013
Q3
$1.35M Hold
26,739
0.32% 70
2013
Q2
$1.31M Buy
+26,739
New +$1.45M 0.36% 66

Other funds holding LLY

Berkshire Asset Management's LLY Position: Q1 2026 in Review

Berkshire Asset Management increased its Eli Lilly (LLY) stake by 1.5% in Q1 2026, buying an estimated $60.8K and bringing the position to 3,955 shares worth $3.64M. The position accounts for 0.16% of the portfolio, ranked #74.

Berkshire Asset Management first reported a position in LLY in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.19M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Berkshire Asset Management held 3,955 shares of Eli Lilly worth $3.64M as of Q1 2026.
  • Berkshire Asset Management bought 60 Eli Lilly shares in Q1 2026, an estimated $60.8K.
  • Eli Lilly made up 0.16% of Berkshire Asset Management's portfolio in Q1 2026, its #74 holding.
  • Berkshire Asset Management first reported a position in Eli Lilly in Q2 2013 and has held it in 50 quarters since.
  • Berkshire Asset Management's Eli Lilly position peaked at $4.19M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.