Bogart Wealth LLC’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
Q2 | $15.5M | Buy |
12,936
+226
| +2% | +$231K | 0.53% | 38 |
|
|
2026
Q1 | $11.7M | Buy |
12,710
+2,626
| +26% | +$2.66M | 0.45% | 52 |
|
|
2025
Q4 | $10.8M | Sell |
10,084
-705
| -7% | -$674K | 0.43% | 54 |
|
|
2025
Q3 | $8.23M | Buy |
10,789
+1,673
| +18% | +$1.24M | 0.33% | 71 |
|
|
2025
Q2 | $7.11M | Buy |
9,116
+8,630
| +1,776% | +$6.71M | 0.3% | 82 |
|
|
2025
Q1 | $402K | Buy |
486
+54
| +13% | +$44.9K | 0.02% | 169 |
|
|
2024
Q4 | $334K | Buy |
432
+77
| +22% | +$63.8K | 0.02% | 180 |
|
|
2024
Q3 | $315K | Buy |
355
+8
| +2% | +$7.19K | 0.01% | 182 |
|
|
2024
Q2 | $314K | Buy |
347
+43
| +14% | +$34.4K | 0.02% | 176 |
|
|
2024
Q1 | $237K | Buy |
304
+15
| +5% | +$10.7K | 0.01% | 192 |
|
|
2023
Q4 | $168K | Buy |
289
+110
| +61% | +$64.2K | 0.01% | 207 |
|
|
2023
Q3 | $96.1K | Buy |
179
+93
| +108% | +$47.9K | 0.01% | 255 |
|
|
2023
Q2 | $40.3K | Sell |
86
-2
| -2% | -$839 | ﹤0.01% | 365 |
|
|
2023
Q1 | $30.2K | Buy |
88
+58
| +193% | +$19.6K | ﹤0.01% | 396 |
|
|
2022
Q4 | $11K | Buy |
30
+15
| +100% | +$5.32K | ﹤0.01% | 523 |
|
|
2022
Q3 | $5K | Sell |
15
-5
| -25% | -$1.58K | ﹤0.01% | 689 |
|
|
2022
Q2 | $7K | Buy |
20
+13
| +186% | +$3.9K | ﹤0.01% | 593 |
|
|
2022
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 683 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 657 |
|
|
2021
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 637 |
|
|
2021
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 599 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 600 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 412 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 422 |
|
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 381 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 348 |
|
|
2019
Q2 | $0 | Sell |
7
-7
| -50% | -$824 | ﹤0.01% | 358 |
|
|
2019
Q1 | $1K | Sell |
14
-176
| -93% | -$21.4K | ﹤0.01% | 331 |
|
|
2018
Q4 | $21K | Buy |
+190
| New | +$21.2K | 0.01% | 198 |
|
|
2018
Q3 | – | Sell |
-190
| Closed | -$16K | – | 343 |
|
|
2018
Q2 | $16K | Sell |
190
-125
| -40% | -$10.3K | 0.01% | 214 |
|
|
2018
Q1 | $25K | Hold |
315
| – | – | 0.01% | 184 |
|
|
2017
Q4 | $27K | Hold |
315
| – | – | 0.02% | 180 |
|
|
2017
Q3 | $27K | Buy |
+315
| New | +$25.8K | 0.02% | 173 |
|
Other funds holding LLY
Bogart Wealth LLC's LLY Position: Q2 2026 in Review
Bogart Wealth LLC increased its Eli Lilly (LLY) stake by 1.8% in Q2 2026, buying an estimated $231K and bringing the position to 12,936 shares worth $15.5M. The position accounts for 0.53% of the portfolio, ranked #38.
Bogart Wealth LLC first reported a position in LLY in Q3 2017 and has held it in 35 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Bogart Wealth LLC held 12,936 shares of Eli Lilly worth $15.5M as of Q2 2026.
- Bogart Wealth LLC bought 226 Eli Lilly shares in Q2 2026, an estimated $231K.
- Eli Lilly made up 0.53% of Bogart Wealth LLC's portfolio in Q2 2026, its #38 holding.
- Bogart Wealth LLC first reported a position in Eli Lilly in Q3 2017 and has held it in 35 quarters since.
- 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.