Carson Wealth (CWM 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
Q1 | $133M | Buy |
144,076
+6,245
| +5% | +$6.33M | 0.35% | 59 |
|
|
2025
Q4 | $148M | Buy |
137,831
+39,276
| +40% | +$37.6M | 0.4% | 51 |
|
|
2025
Q3 | $75.2M | Buy |
98,555
+9,812
| +11% | +$7.3M | 0.23% | 86 |
|
|
2025
Q2 | $69.2M | Sell |
88,743
-10,890
| -11% | -$8.46M | 0.24% | 81 |
|
|
2025
Q1 | $82.3M | Buy |
99,633
+4,915
| +5% | +$4.09M | 0.33% | 63 |
|
|
2024
Q4 | $73.1M | Buy |
94,718
+19,629
| +26% | +$16.3M | 0.3% | 62 |
|
|
2024
Q3 | $66.5M | Buy |
75,089
+2,389
| +3% | +$2.15M | 0.29% | 65 |
|
|
2024
Q2 | $65.8M | Buy |
72,700
+3,838
| +6% | +$3.07M | 0.31% | 58 |
|
|
2024
Q1 | $53.6M | Buy |
68,862
+5,041
| +8% | +$3.59M | 0.26% | 72 |
|
|
2023
Q4 | $37.2M | Sell |
63,821
-48,011
| -43% | -$28M | 0.2% | 97 |
|
|
2023
Q3 | $60.1M | Sell |
111,832
-33,938
| -23% | -$17.5M | 0.37% | 53 |
|
|
2023
Q2 | $68.4M | Sell |
145,770
-13,380
| -8% | -$5.61M | 0.42% | 44 |
|
|
2023
Q1 | $54.7M | Sell |
159,150
-19,504
| -11% | -$6.58M | 0.37% | 50 |
|
|
2022
Q4 | $65.4M | Sell |
178,654
-19,943
| -10% | -$7.07M | 0.48% | 42 |
|
|
2022
Q3 | $64.2M | Sell |
198,597
-6,484
| -3% | -$2.05M | 0.51% | 41 |
|
|
2022
Q2 | $66.5M | Sell |
205,081
-12,230
| -6% | -$3.67M | 0.52% | 37 |
|
|
2022
Q1 | $62.2M | Buy |
217,311
+67,588
| +45% | +$17.4M | 0.44% | 41 |
|
|
2021
Q4 | $41.4M | Buy |
+149,723
| New | +$38M | 0.29% | 61 |
|
|
2021
Q2 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2021
Q1 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2020
Q4 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2020
Q3 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2020
Q2 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2020
Q1 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2019
Q4 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2019
Q3 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2019
Q2 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2019
Q1 | $37.1M | Buy |
161,834
+126,805
| +362% | +$15.4M | 0.3% | 54 |
|
|
2018
Q4 | $4.05M | Buy |
35,029
+26,955
| +334% | +$3.01M | 0.1% | 176 |
|
|
2018
Q3 | $866K | Buy |
8,074
+6,904
| +590% | +$690K | 0.02% | 329 |
|
|
2018
Q2 | $100K | Buy |
1,170
+51
| +5% | +$4.19K | ﹤0.01% | 519 |
|
|
2018
Q1 | $87K | Sell |
1,119
-129
| -10% | -$10.4K | ﹤0.01% | 468 |
|
|
2017
Q4 | $105K | Buy |
1,248
+36
| +3% | +$3.06K | ﹤0.01% | 420 |
|
|
2017
Q3 | $104K | Buy |
1,212
+293
| +32% | +$24K | ﹤0.01% | 411 |
|
|
2017
Q2 | $76K | Sell |
919
-160
| -15% | -$13.1K | ﹤0.01% | 417 |
|
|
2017
Q1 | $91K | Buy |
1,079
+186
| +21% | +$14.9K | 0.01% | 373 |
|
|
2016
Q4 | $66K | Sell |
893
-103
| -10% | -$7.67K | ﹤0.01% | 404 |
|
|
2016
Q3 | $80K | Buy |
996
+630
| +172% | +$50.4K | 0.01% | 361 |
|
|
2016
Q2 | $29K | Hold |
366
| – | – | ﹤0.01% | 425 |
|
|
2016
Q1 | $26K | Buy |
+366
| New | +$27.7K | ﹤0.01% | 416 |
|
|
2014
Q1 | – | Sell |
-165
| Closed | -$9K | – | 337 |
|
|
2013
Q4 | $9K | Buy |
165
+65
| +65% | +$3.25K | ﹤0.01% | 461 |
|
|
2013
Q3 | $5K | Buy |
+100
| New | +$5.24K | ﹤0.01% | 376 |
|
Other funds holding LLY
VCM
VPM
Carson Wealth (CWM LLC)'s LLY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Eli Lilly (LLY) stake by 4.5% in Q1 2026, buying an estimated $6.33M and bringing the position to 144,076 shares worth $133M. The position accounts for 0.35% of the portfolio, ranked #59.
Carson Wealth (CWM LLC) first reported a position in LLY in Q3 2013 and has held it in 42 quarters since. The position peaked at $148M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Carson Wealth (CWM LLC) held 144,076 shares of Eli Lilly worth $133M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 6,245 Eli Lilly shares in Q1 2026, an estimated $6.33M.
- Eli Lilly made up 0.35% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #59 holding.
- Carson Wealth (CWM LLC) first reported a position in Eli Lilly in Q3 2013 and has held it in 42 quarters since.
- Carson Wealth (CWM LLC)'s Eli Lilly position peaked at $148M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.