Diversified Portfolios Inc’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 | $1.87M | Sell |
2,036
-55
| -3% | -$55.8K | 0.15% | 73 |
|
|
2025
Q4 | $2.25M | Buy |
2,091
+48
| +2% | +$45.9K | 0.19% | 65 |
|
|
2025
Q3 | $1.56M | Buy |
2,043
+5
| +0.2% | +$3.72K | 0.14% | 72 |
|
|
2025
Q2 | $1.59M | Sell |
2,038
-12
| -0.6% | -$9.32K | 0.15% | 71 |
|
|
2025
Q1 | $1.69M | Sell |
2,050
-21
| -1% | -$17.5K | 0.18% | 64 |
|
|
2024
Q4 | $1.6M | Buy |
2,071
+21
| +1% | +$17.4K | 0.17% | 65 |
|
|
2024
Q3 | $1.82M | Sell |
2,050
-4
| -0.2% | -$3.6K | 0.2% | 62 |
|
|
2024
Q2 | $1.86M | Buy |
2,054
+50
| +2% | +$40K | 0.25% | 56 |
|
|
2024
Q1 | $1.56M | Hold |
2,004
| – | – | 0.22% | 55 |
|
|
2023
Q4 | $1.17M | Hold |
2,004
| – | – | 0.18% | 60 |
|
|
2023
Q3 | $1.08M | Sell |
2,004
-104
| -5% | -$53.6K | 0.2% | 56 |
|
|
2023
Q2 | $989K | Sell |
2,108
-535
| -20% | -$224K | 0.2% | 60 |
|
|
2023
Q1 | $908K | Hold |
2,643
| – | – | 0.2% | 63 |
|
|
2022
Q4 | $967K | Hold |
2,643
| – | – | 0.22% | 63 |
|
|
2022
Q3 | $855K | Buy |
2,643
+445
| +20% | +$141K | 0.23% | 58 |
|
|
2022
Q2 | $713K | Sell |
2,198
-644
| -23% | -$193K | 0.2% | 60 |
|
|
2022
Q1 | $814K | Hold |
2,842
| – | – | 0.2% | 66 |
|
|
2021
Q4 | $785K | Hold |
2,842
| – | – | 0.19% | 64 |
|
|
2021
Q3 | $657K | Sell |
2,842
-408
| -13% | -$101K | 0.18% | 59 |
|
|
2021
Q2 | $746K | Buy |
3,250
+535
| +20% | +$107K | 0.28% | 47 |
|
|
2021
Q1 | $507K | Sell |
2,715
-367
| -12% | -$71.8K | 0.17% | 58 |
|
|
2020
Q4 | $520K | Sell |
3,082
-561
| -15% | -$83.8K | 0.19% | 50 |
|
|
2020
Q3 | $539K | Hold |
3,643
| – | – | 0.23% | 36 |
|
|
2020
Q2 | $598K | Hold |
3,643
| – | – | 0.29% | 34 |
|
|
2020
Q1 | $505K | Hold |
3,643
| – | – | 0.28% | 33 |
|
|
2019
Q4 | $479K | Buy |
3,643
+210
| +6% | +$24.3K | 0.23% | 34 |
|
|
2019
Q3 | $384K | Buy |
3,433
+1,212
| +55% | +$135K | 0.19% | 36 |
|
|
2019
Q2 | $246K | Sell |
2,221
-700
| -24% | -$82.4K | 0.14% | 46 |
|
|
2019
Q1 | $379K | Buy |
2,921
+367
| +14% | +$44.6K | 0.21% | 33 |
|
|
2018
Q4 | $296K | Hold |
2,554
| – | – | 0.18% | 38 |
|
|
2018
Q3 | $274K | Hold |
2,554
| – | – | 0.15% | 41 |
|
|
2018
Q2 | $218K | Buy |
+2,554
| New | +$210K | 0.12% | 46 |
|
|
2018
Q1 | – | Sell |
-2,636
| Closed | -$223K | – | 53 |
|
|
2017
Q4 | $223K | Buy |
2,636
+82
| +3% | +$6.98K | 0.12% | 50 |
|
|
2017
Q3 | $218K | Buy |
+2,554
| New | +$209K | 0.12% | 50 |
|
|
2016
Q3 | – | Sell |
-2,959
| Closed | -$233K | – | 51 |
|
|
2016
Q2 | $233K | Hold |
2,959
| – | – | 0.15% | 44 |
|
|
2016
Q1 | $213K | Hold |
2,959
| – | – | 0.13% | 47 |
|
|
2015
Q4 | $249K | Hold |
2,959
| – | – | 0.16% | 38 |
|
|
2015
Q3 | $248K | Hold |
2,959
| – | – | 0.16% | 43 |
|
|
2015
Q2 | $247K | Buy |
2,959
+122
| +4% | +$9.3K | 0.16% | 41 |
|
|
2015
Q1 | $206K | Buy |
+2,837
| New | +$202K | 0.13% | 50 |
|
Other funds holding LLY
VCM
VPM
Diversified Portfolios Inc's LLY Position: Q1 2026 in Review
Diversified Portfolios Inc reduced its Eli Lilly (LLY) stake by 2.6% in Q1 2026, selling an estimated $55.8K and leaving 2,036 shares worth $1.87M. The position accounts for 0.15% of the portfolio, ranked #73.
Diversified Portfolios Inc first reported a position in LLY in Q1 2015 and has held it in 40 quarters since. The position peaked at $2.25M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Diversified Portfolios Inc held 2,036 shares of Eli Lilly worth $1.87M as of Q1 2026.
- Diversified Portfolios Inc sold 55 Eli Lilly shares in Q1 2026, an estimated $55.8K.
- Eli Lilly made up 0.15% of Diversified Portfolios Inc's portfolio in Q1 2026, its #73 holding.
- Diversified Portfolios Inc first reported a position in Eli Lilly in Q1 2015 and has held it in 40 quarters since.
- Diversified Portfolios Inc's Eli Lilly position peaked at $2.25M in Q4 2025.
- 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.