Crestwood Advisors Group’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 | $53.2M | Buy |
44,320
+8,972
| +25% | +$9.17M | 0.79% | 33 |
|
|
2026
Q1 | $32.5M | Buy |
35,348
+14,913
| +73% | +$15.1M | 0.55% | 51 |
|
|
2025
Q4 | $22M | Sell |
20,435
-16,755
| -45% | -$16M | 0.37% | 68 |
|
|
2025
Q3 | $28.4M | Buy |
37,190
+334
| +0.9% | +$249K | 0.48% | 62 |
|
|
2025
Q2 | $28.7M | Sell |
36,856
-90
| -0.2% | -$69.9K | 0.51% | 60 |
|
|
2025
Q1 | $30.5M | Buy |
36,946
+896
| +2% | +$746K | 0.58% | 54 |
|
|
2024
Q4 | $27.8M | Buy |
36,050
+364
| +1% | +$301K | 0.52% | 60 |
|
|
2024
Q3 | $31.6M | Buy |
35,686
+140
| +0.4% | +$126K | 0.6% | 53 |
|
|
2024
Q2 | $32.2M | Sell |
35,546
-1,144
| -3% | -$915K | 0.67% | 49 |
|
|
2024
Q1 | $28.5M | Buy |
36,690
+2,763
| +8% | +$1.97M | 0.62% | 49 |
|
|
2023
Q4 | $19.8M | Buy |
33,927
+1,800
| +6% | +$1.05M | 0.46% | 62 |
|
|
2023
Q3 | $17.3M | Buy |
32,127
+2,827
| +10% | +$1.46M | 0.45% | 62 |
|
|
2023
Q2 | $13.7M | Buy |
29,300
+15
| +0.1% | +$6.29K | 0.43% | 57 |
|
|
2023
Q1 | $10.1M | Sell |
29,285
-27
| -0.1% | -$9.11K | 0.34% | 70 |
|
|
2022
Q4 | $10.7M | Buy |
29,312
+19
| +0.1% | +$6.74K | 0.37% | 67 |
|
|
2022
Q3 | $9.47M | Buy |
29,293
+57
| +0.2% | +$18.1K | 0.34% | 72 |
|
|
2022
Q2 | $9.48M | Sell |
29,236
-132
| -0.4% | -$39.6K | 0.32% | 74 |
|
|
2022
Q1 | $8.41M | Sell |
29,368
-1,372
| -4% | -$353K | 0.24% | 78 |
|
|
2021
Q4 | $8.49M | Sell |
30,740
-610
| -2% | -$155K | 0.22% | 79 |
|
|
2021
Q3 | $7.24M | Sell |
31,350
-15
| -0% | -$3.7K | 0.21% | 82 |
|
|
2021
Q2 | $7.2M | Sell |
31,365
-5,525
| -15% | -$1.11M | 0.21% | 86 |
|
|
2021
Q1 | $6.89M | Sell |
36,890
-376
| -1% | -$73.5K | 0.22% | 87 |
|
|
2020
Q4 | $6.29M | Buy |
37,266
+34,159
| +1,099% | +$5.1M | 0.21% | 89 |
|
|
2020
Q3 | $460K | Sell |
3,107
-14
| -0.4% | -$2.17K | 0.02% | 172 |
|
|
2020
Q2 | $512K | Buy |
3,121
+89
| +3% | +$13.7K | 0.02% | 162 |
|
|
2020
Q1 | $421K | Sell |
3,032
-95
| -3% | -$13.1K | 0.02% | 161 |
|
|
2019
Q4 | $411K | Buy |
3,127
+331
| +12% | +$38.4K | 0.02% | 184 |
|
|
2019
Q3 | $313K | Sell |
2,796
-711
| -20% | -$79.2K | 0.01% | 199 |
|
|
2019
Q2 | $389K | Buy |
3,507
+432
| +14% | +$50.9K | 0.02% | 181 |
|
|
2019
Q1 | $399K | Sell |
3,075
-53
| -2% | -$6.45K | 0.03% | 124 |
|
|
2018
Q4 | $362K | Hold |
3,128
| – | – | 0.03% | 116 |
|
|
2018
Q3 | $336K | Buy |
3,128
+100
| +3% | +$10K | 0.02% | 124 |
|
|
2018
Q2 | $310K | Sell |
3,028
-345
| -10% | -$28.3K | 0.02% | 126 |
|
|
2018
Q1 | $261K | Buy |
+3,373
| New | +$272K | 0.02% | 144 |
|
|
2017
Q2 | – | Sell |
-2,123
| Closed | -$173K | – | 318 |
|
|
2017
Q1 | $173K | Buy |
+2,123
| New | +$170K | 0.02% | 148 |
|
|
2016
Q1 | – | Sell |
-3,083
| Closed | -$260K | – | 145 |
|
|
2015
Q4 | $260K | Buy |
3,083
+230
| +8% | +$19.1K | 0.03% | 125 |
|
|
2015
Q3 | $239K | Sell |
2,853
-36
| -1% | -$3.04K | 0.03% | 125 |
|
|
2015
Q2 | $241K | Sell |
2,889
-664
| -19% | -$50.6K | 0.03% | 135 |
|
|
2015
Q1 | $258K | Buy |
+3,553
| New | +$253K | 0.04% | 120 |
|
Other funds holding LLY
Crestwood Advisors Group's LLY Position: Q2 2026 in Review
Crestwood Advisors Group increased its Eli Lilly (LLY) stake by 25% in Q2 2026, buying an estimated $9.17M and bringing the position to 44,320 shares worth $53.2M. The position accounts for 0.79% of the portfolio, ranked #33.
Crestwood Advisors Group first reported a position in LLY in Q1 2015 and has held it in 39 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Crestwood Advisors Group held 44,320 shares of Eli Lilly worth $53.2M as of Q2 2026.
- Crestwood Advisors Group bought 8,972 Eli Lilly shares in Q2 2026, an estimated $9.17M.
- Eli Lilly made up 0.79% of Crestwood Advisors Group's portfolio in Q2 2026, its #33 holding.
- Crestwood Advisors Group first reported a position in Eli Lilly in Q1 2015 and has held it in 39 quarters since.
- 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.