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Cabot Wealth Management’s Eli Lilly LLY Stock Holding History

Cabot Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cabot Wealth Management's LLY Position: Q1 2026 in Review

Cabot Wealth Management reduced its Eli Lilly (LLY) stake by 2.1% in Q1 2026, selling an estimated $176K and leaving 8,200 shares worth $7.54M. The position accounts for 0.87% of the portfolio, ranked #43.

Cabot Wealth Management first reported a position in LLY in Q3 2018 and has held it in 31 quarters since. The position peaked at $9M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Cabot Wealth Management held 8,200 shares of Eli Lilly worth $7.54M as of Q1 2026.
  • Cabot Wealth Management sold 174 Eli Lilly shares in Q1 2026, an estimated $176K.
  • Eli Lilly made up 0.87% of Cabot Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Cabot Wealth Management first reported a position in Eli Lilly in Q3 2018 and has held it in 31 quarters since.
  • Cabot Wealth Management's Eli Lilly position peaked at $9M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.