Cabot 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
Q3 | $18.5M | Buy |
15,987
+1,569
| +11% | +$1.85M | 1.85% | 15 |
|
|
2026
Q2 | $17.3M | Buy |
14,418
+6,218
| +76% | +$6.35M | 1.76% | 14 |
|
|
2026
Q1 | $7.54M | Sell |
8,200
-174
| -2% | -$176K | 0.87% | 43 |
|
|
2025
Q4 | $9M | Sell |
8,374
-248
| -3% | -$237K | 0.99% | 39 |
|
|
2025
Q3 | $6.58M | Sell |
8,622
-35
| -0.4% | -$26K | 0.73% | 49 |
|
|
2025
Q2 | $6.75M | Sell |
8,657
-65
| -0.7% | -$50.5K | 0.8% | 45 |
|
|
2025
Q1 | $7.2M | Buy |
8,722
+2,367
| +37% | +$1.97M | 0.92% | 41 |
|
|
2024
Q4 | $4.91M | Buy |
6,355
+107
| +2% | +$88.6K | 0.62% | 51 |
|
|
2024
Q3 | $5.54M | Sell |
6,248
-186
| -3% | -$167K | 0.69% | 46 |
|
|
2024
Q2 | $5.83M | Buy |
6,434
+6
| +0.1% | +$4.8K | 0.76% | 46 |
|
|
2024
Q1 | $5M | Sell |
6,428
-166
| -3% | -$118K | 0.65% | 46 |
|
|
2023
Q4 | $3.84M | Sell |
6,594
-39
| -0.6% | -$22.8K | 0.53% | 51 |
|
|
2023
Q3 | $3.56M | Buy |
6,633
+4,708
| +245% | +$2.43M | 0.55% | 52 |
|
|
2023
Q2 | $903K | Hold |
1,925
| – | – | 0.13% | 95 |
|
|
2023
Q1 | $661K | Hold |
1,925
| – | – | 0.1% | 102 |
|
|
2022
Q4 | $704K | Sell |
1,925
-940
| -33% | -$333K | 0.12% | 97 |
|
|
2022
Q3 | $926K | Hold |
2,865
| – | – | 0.16% | 93 |
|
|
2022
Q2 | $929K | Hold |
2,865
| – | – | 0.15% | 95 |
|
|
2022
Q1 | $820K | Hold |
2,865
| – | – | 0.11% | 101 |
|
|
2021
Q4 | $791K | Hold |
2,865
| – | – | 0.1% | 103 |
|
|
2021
Q3 | $662K | Hold |
2,865
| – | – | 0.09% | 109 |
|
|
2021
Q2 | $658K | Hold |
2,865
| – | – | 0.09% | 106 |
|
|
2021
Q1 | $535K | Buy |
2,865
+661
| +30% | +$129K | 0.08% | 107 |
|
|
2020
Q4 | $372K | Buy |
2,204
+279
| +14% | +$41.7K | 0.06% | 117 |
|
|
2020
Q3 | $285K | Buy |
1,925
+84
| +5% | +$13K | 0.05% | 120 |
|
|
2020
Q2 | $302K | Hold |
1,841
| – | – | 0.06% | 111 |
|
|
2020
Q1 | $255K | Hold |
1,841
| – | – | 0.06% | 105 |
|
|
2019
Q4 | $242K | Hold |
1,841
| – | – | 0.05% | 117 |
|
|
2019
Q3 | $206K | Hold |
1,841
| – | – | 0.04% | 128 |
|
|
2019
Q2 | $204K | Hold |
1,841
| – | – | 0.04% | 126 |
|
|
2019
Q1 | $239K | Sell |
1,841
-159
| -8% | -$19.3K | 0.05% | 122 |
|
|
2018
Q4 | $231K | Hold |
2,000
| – | – | 0.06% | 119 |
|
|
2018
Q3 | $215K | Buy |
+2,000
| New | +$200K | 0.05% | 120 |
|
Other funds holding LLY
Cabot Wealth Management's LLY Position: Q3 2026 in Review
Cabot Wealth Management increased its Eli Lilly (LLY) stake by 11% in Q3 2026, buying an estimated $1.85M and bringing the position to 15,987 shares worth $18.5M. The position accounts for 1.85% of the portfolio, ranked #15.
Cabot Wealth Management first reported a position in LLY in Q3 2018 and has held it in 33 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.
- Cabot Wealth Management held 15,987 shares of Eli Lilly worth $18.5M as of Q3 2026.
- Cabot Wealth Management bought 1,569 Eli Lilly shares in Q3 2026, an estimated $1.85M.
- Eli Lilly made up 1.85% of Cabot Wealth Management's portfolio in Q3 2026, its #15 holding.
- Cabot Wealth Management first reported a position in Eli Lilly in Q3 2018 and has held it in 33 quarters since.
- 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.
Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.