Destination 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
Q1 | $52.1M | Buy |
56,684
+102
| +0.2% | +$103K | 1.35% | 27 |
|
|
2025
Q4 | $60.8M | Sell |
56,582
-852
| -1% | -$815K | 1.59% | 22 |
|
|
2025
Q3 | $43.8M | Buy |
57,434
+7,060
| +14% | +$5.25M | 1.21% | 27 |
|
|
2025
Q2 | $39.3M | Buy |
50,374
+20,602
| +69% | +$16M | 1.15% | 27 |
|
|
2025
Q1 | $24.6M | Buy |
29,772
+2,192
| +8% | +$1.82M | 0.77% | 49 |
|
|
2024
Q4 | $21.3M | Buy |
27,580
+254
| +0.9% | +$210K | 0.67% | 53 |
|
|
2024
Q3 | $24.2M | Buy |
27,326
+25,472
| +1,374% | +$22.9M | 0.75% | 50 |
|
|
2024
Q2 | $1.68M | Buy |
1,854
+58
| +3% | +$46.4K | 0.06% | 108 |
|
|
2024
Q1 | $1.4M | Sell |
1,796
-434
| -19% | -$309K | 0.05% | 116 |
|
|
2023
Q4 | $1.3M | Buy |
2,230
+392
| +21% | +$229K | 0.05% | 118 |
|
|
2023
Q3 | $987K | Buy |
1,838
+155
| +9% | +$79.9K | 0.04% | 115 |
|
|
2023
Q2 | $789K | Buy |
1,683
+62
| +4% | +$26K | 0.03% | 129 |
|
|
2023
Q1 | $557K | Hold |
1,621
| – | – | 0.02% | 141 |
|
|
2022
Q4 | $593K | Hold |
1,621
| – | – | 0.02% | 138 |
|
|
2022
Q3 | $524K | Sell |
1,621
-304
| -16% | -$96.3K | 0.02% | 134 |
|
|
2022
Q2 | $624K | Buy |
1,925
+301
| +19% | +$90.4K | 0.03% | 132 |
|
|
2022
Q1 | $465K | Sell |
1,624
-347
| -18% | -$89.3K | 0.02% | 136 |
|
|
2021
Q4 | $544K | Buy |
1,971
+856
| +77% | +$217K | 0.02% | 138 |
|
|
2021
Q3 | $258K | Sell |
1,115
-285
| -20% | -$70.3K | 0.01% | 160 |
|
|
2021
Q2 | $321K | Buy |
1,400
+285
| +26% | +$57.2K | 0.01% | 153 |
|
|
2021
Q1 | $208K | Buy |
+1,115
| New | +$218K | 0.01% | 175 |
|
|
2020
Q2 | – | Sell |
-5,900
| Closed | -$818K | – | 158 |
|
|
2020
Q1 | $818K | Sell |
5,900
-332
| -5% | -$45.6K | 0.05% | 105 |
|
|
2019
Q4 | $819K | Hold |
6,232
| – | – | 0.04% | 99 |
|
|
2019
Q3 | $697K | Sell |
6,232
-150
| -2% | -$16.7K | 0.04% | 97 |
|
|
2019
Q2 | $707K | Sell |
6,382
-163
| -2% | -$19.2K | 0.04% | 103 |
|
|
2019
Q1 | $849K | Sell |
6,545
-467
| -7% | -$56.8K | 0.05% | 99 |
|
|
2018
Q4 | $811K | Buy |
7,012
+312
| +5% | +$34.9K | 0.05% | 95 |
|
|
2018
Q3 | $719K | Sell |
6,700
-2,004
| -23% | -$200K | 0.04% | 108 |
|
|
2018
Q2 | $743K | Buy |
8,704
+8,601
| +8,350% | +$706K | 0.04% | 99 |
|
|
2018
Q1 | $5K | Buy |
+103
| New | +$8.29K | ﹤0.01% | 451 |
|
|
2015
Q3 | – | Sell |
-3,902
| Closed | -$326K | – | 175 |
|
|
2015
Q2 | $326K | Buy |
+3,902
| New | +$297K | 0.02% | 195 |
|
Other funds holding LLY
VCM
VPM
Destination Wealth Management's LLY Position: Q1 2026 in Review
Destination Wealth Management increased its Eli Lilly (LLY) stake by 0.18% in Q1 2026, buying an estimated $103K and bringing the position to 56,684 shares worth $52.1M. The position accounts for 1.35% of the portfolio, ranked #27.
Destination Wealth Management first reported a position in LLY in Q2 2015 and has held it in 31 quarters since. The position peaked at $60.8M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Destination Wealth Management held 56,684 shares of Eli Lilly worth $52.1M as of Q1 2026.
- Destination Wealth Management bought 102 Eli Lilly shares in Q1 2026, an estimated $103K.
- Eli Lilly made up 1.35% of Destination Wealth Management's portfolio in Q1 2026, its #27 holding.
- Destination Wealth Management first reported a position in Eli Lilly in Q2 2015 and has held it in 31 quarters since.
- Destination Wealth Management's Eli Lilly position peaked at $60.8M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.