Burt Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Sell |
2,255
-101
| -4% | -$75.2K | 0.42% | 32 |
|
|
2025
Q2 | $1.84M | Sell |
2,356
-57
| -2% | -$44.3K | 0.42% | 31 |
|
|
2025
Q1 | $1.99M | Buy |
2,413
+227
| +10% | +$189K | 0.5% | 29 |
|
|
2024
Q4 | $1.69M | Sell |
2,186
-308
| -12% | -$255K | 0.43% | 29 |
|
|
2024
Q3 | $2.21M | Sell |
2,494
-10
| -0.4% | -$8.99K | 0.54% | 25 |
|
|
2024
Q2 | $2.27M | Sell |
2,504
-141
| -5% | -$113K | 0.6% | 25 |
|
|
2024
Q1 | $2.06M | Buy |
2,645
+226
| +9% | +$161K | 0.52% | 27 |
|
|
2023
Q4 | $1.41M | Sell |
2,419
-35
| -1% | -$20.4K | 0.4% | 29 |
|
|
2023
Q3 | $1.32M | Sell |
2,454
-187
| -7% | -$96.4K | 0.4% | 29 |
|
|
2023
Q2 | $1.24M | Sell |
2,641
-13
| -0.5% | -$5.45K | 0.37% | 29 |
|
|
2023
Q1 | $911K | Buy |
2,654
+3
| +0.1% | +$1.01K | 0.28% | 32 |
|
|
2022
Q4 | $970K | Sell |
2,651
-33
| -1% | -$11.7K | 0.32% | 30 |
|
|
2022
Q3 | $868K | Sell |
2,684
-429
| -14% | -$136K | 0.35% | 20 |
|
|
2022
Q2 | $1.01M | Hold |
3,113
| – | – | 0.35% | 23 |
|
|
2022
Q1 | $891K | Hold |
3,113
| – | – | 0.27% | 33 |
|
|
2021
Q4 | $860K | Hold |
3,113
| – | – | 0.28% | 30 |
|
|
2021
Q3 | $719K | Sell |
3,113
-347
| -10% | -$85.6K | 0.23% | 39 |
|
|
2021
Q2 | $794K | Buy |
3,460
+10
| +0.3% | +$2.01K | 0.29% | 30 |
|
|
2021
Q1 | $645K | Hold |
3,450
| – | – | 0.24% | 36 |
|
|
2020
Q4 | $582K | Sell |
3,450
-30
| -0.9% | -$4.48K | 0.2% | 39 |
|
|
2020
Q3 | $515K | Hold |
3,480
| – | – | 0.19% | 41 |
|
|
2020
Q2 | $571K | Sell |
3,480
-75
| -2% | -$11.5K | 0.23% | 31 |
|
|
2020
Q1 | $493K | Sell |
3,555
-75
| -2% | -$10.3K | 0.22% | 36 |
|
|
2019
Q4 | $477K | Sell |
3,630
-50
| -1% | -$5.8K | 0.19% | 43 |
|
|
2019
Q3 | $412K | Hold |
3,680
| – | – | 0.17% | 47 |
|
|
2019
Q2 | $408K | Hold |
3,680
| – | – | 0.18% | 46 |
|
|
2019
Q1 | $478K | Hold |
3,680
| – | – | 0.22% | 39 |
|
|
2018
Q4 | $426K | Sell |
3,680
-50
| -1% | -$5.58K | 0.2% | 50 |
|
|
2018
Q3 | $400K | Sell |
3,730
-250
| -6% | -$25K | 0.18% | 46 |
|
|
2018
Q2 | $340K | Sell |
3,980
-150
| -4% | -$12.3K | 0.16% | 51 |
|
|
2018
Q1 | $320K | Hold |
4,130
| – | – | 0.16% | 53 |
|
|
2017
Q4 | $349K | Sell |
4,130
-200
| -5% | -$17K | 0.22% | 49 |
|
|
2017
Q3 | $370K | Hold |
4,330
| – | – | 0.24% | 45 |
|
|
2017
Q2 | $356K | Hold |
4,330
| – | – | 0.25% | 42 |
|
|
2017
Q1 | $364K | Hold |
4,330
| – | – | 0.26% | 42 |
|
|
2016
Q4 | $318K | Sell |
4,330
-100
| -2% | -$7.45K | 0.28% | 51 |
|
|
2016
Q3 | $355K | Hold |
4,430
| – | – | 0.38% | 36 |
|
|
2016
Q2 | $348K | Hold |
4,430
| – | – | 0.39% | 35 |
|
|
2016
Q1 | $319K | Hold |
4,430
| – | – | 0.29% | 41 |
|
|
2015
Q4 | $373K | Sell |
4,430
-55
| -1% | -$4.56K | 0.3% | 38 |
|
|
2015
Q3 | $375K | Sell |
4,485
-185
| -4% | -$15.6K | 0.47% | 29 |
|
|
2015
Q2 | $389K | Sell |
4,670
-275
| -6% | -$21K | 0.42% | 37 |
|
|
2015
Q1 | $359K | Buy |
4,945
+275
| +6% | +$19.6K | 0.37% | 30 |
|
|
2014
Q4 | $322K | Buy |
+4,670
| New | +$315K | 0.34% | 41 |
|
Other funds holding LLY
Burt Wealth Advisors's LLY Position: Q3 2025 in Review
Burt Wealth Advisors reduced its Eli Lilly (LLY) stake by 4.3% in Q3 2025, selling an estimated $75.2K and leaving 2,255 shares worth $1.72M. The position accounts for 0.42% of the portfolio, ranked #32.
Burt Wealth Advisors first reported a position in LLY in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.27M in Q2 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.
- Burt Wealth Advisors held 2,255 shares of Eli Lilly worth $1.72M as of Q3 2025.
- Burt Wealth Advisors sold 101 Eli Lilly shares in Q3 2025, an estimated $75.2K.
- Eli Lilly made up 0.42% of Burt Wealth Advisors's portfolio in Q3 2025, its #32 holding.
- Burt Wealth Advisors first reported a position in Eli Lilly in Q4 2014 and has held it in 44 quarters since.
- Burt Wealth Advisors's Eli Lilly position peaked at $2.27M in Q2 2024.
- 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.