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Evercore Wealth Management’s Eli Lilly LLY Stock Holding History

Evercore 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 		$24.9M Sell
27,054
-7,792
-22% -$7.9M 0.39% 49
2025
Q4 		$37.4M Buy
34,846
+503
+1% +$481K 0.55% 41
2025
Q3 		$26.2M Sell
34,343
-1,604
-4% -$1.19M 0.38% 48
2025
Q2 		$28M Sell
35,947
-599
-2% -$465K 0.44% 44
2025
Q1 		$30.2M Sell
36,546
-653
-2% -$543K 0.48% 44
2024
Q4 		$28.7M Sell
37,199
-67
-0.2% -$55.5K 0.43% 46
2024
Q3 		$33M Sell
37,266
-3,220
-8% -$2.89M 0.5% 41
2024
Q2 		$36.7M Sell
40,486
-52
-0.1% -$41.6K 0.58% 42
2024
Q1 		$31.5M Sell
40,538
-5,469
-12% -$3.89M 0.49% 44
2023
Q4 		$26.8M Sell
46,007
-834
-2% -$487K 0.45% 45
2023
Q3 		$25.2M Sell
46,841
-748
-2% -$385K 0.47% 46
2023
Q2 		$22.3M Sell
47,589
-693
-1% -$291K 0.41% 48
2023
Q1 		$16.6M Sell
48,282
-1,167
-2% -$394K 0.33% 48
2022
Q4 		$18.1M Sell
49,449
-121
-0.2% -$42.9K 0.38% 49
2022
Q3 		$16M Sell
49,570
-75
-0.2% -$23.8K 0.36% 50
2022
Q2 		$16.1M Sell
49,645
-1,634
-3% -$490K 0.34% 51
2022
Q1 		$14.7M Sell
51,279
-1,327
-3% -$342K 0.26% 58
2021
Q4 		$14.5M Sell
52,606
-1,800
-3% -$456K 0.24% 59
2021
Q3 		$12.6M Sell
54,406
-1,860
-3% -$459K 0.23% 59
2021
Q2 		$12.9M Sell
56,266
-2,845
-5% -$571K 0.24% 57
2021
Q1 		$11M Sell
59,111
-2,443
-4% -$478K 0.22% 62
2020
Q4 		$10.4M Sell
61,554
-1,230
-2% -$184K 0.22% 61
2020
Q3 		$9.29M Buy
62,784
+240
+0.4% +$37.1K 0.23% 61
2020
Q2 		$10.3M Sell
62,544
-176
-0.3% -$27K 0.27% 60
2020
Q1 		$8.7M Sell
62,720
-8,174
-12% -$1.12M 0.29% 58
2019
Q4 		$9.32M Sell
70,894
-467
-0.7% -$54.1K 0.25% 63
2019
Q3 		$7.98M Sell
71,361
-1,750
-2% -$195K 0.23% 68
2019
Q2 		$8.1M Buy
73,111
+1,646
+2% +$194K 0.25% 66
2019
Q1 		$9.27M Sell
71,465
-1,852
-3% -$225K 0.3% 63
2018
Q4 		$8.48M Sell
73,317
-658
-0.9% -$73.5K 0.32% 62
2018
Q3 		$7.94M Sell
73,975
-3,817
-5% -$382K 0.25% 70
2018
Q2 		$6.64M Buy
77,792
+53,840
+225% +$4.42M 0.23% 73
2018
Q1 		$1.85M Sell
23,952
-420
-2% -$33.8K 0.07% 136
2017
Q4 		$2.06M Sell
24,372
-1,460
-6% -$124K 0.08% 134
2017
Q3 		$2.21M Sell
25,832
-182
-0.7% -$14.9K 0.09% 126
2017
Q2 		$2.14M Buy
26,014
+1
+0% +$82 0.08% 129
2017
Q1 		$2.19M Buy
26,013
+2,916
+13% +$234K 0.09% 129
2016
Q4 		$1.7M Sell
23,097
-3,042
-12% -$227K 0.07% 141
2016
Q3 		$2.1M Buy
26,139
+483
+2% +$38.7K 0.09% 129
2016
Q2 		$2.02M Sell
25,656
-1,592
-6% -$120K 0.09% 127
2016
Q1 		$1.96M Sell
27,248
-1,161
-4% -$87.8K 0.09% 125
2015
Q4 		$2.39M Buy
28,409
+1,788
+7% +$148K 0.11% 121
2015
Q3 		$2.23M Sell
26,621
-167
-0.6% -$14.1K 0.11% 120
2015
Q2 		$2.23M Sell
26,788
-3,886
-13% -$296K 0.1% 126
2015
Q1 		$2.23M Sell
30,674
-2,412
-7% -$172K 0.1% 128
2014
Q4 		$2.28M Sell
33,086
-4,523
-12% -$305K 0.11% 119
2014
Q3 		$2.44M Buy
37,609
+9,091
+32% +$576K 0.12% 130
2014
Q2 		$1.77M Buy
28,518
+23,440
+462% +$1.4M 0.09% 141
2014
Q1 		$299K Buy
5,078
+375
+8% +$20.9K 0.02% 324
2013
Q4 		$240K Buy
4,703
+1,000
+27% +$50.1K 0.01% 346
2013
Q3 		$185K Buy
3,703
+439
+13% +$23K 0.01% 405
2013
Q2 		$160K Buy
+3,264
New +$178K 0.01% 426

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

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

Evercore Wealth Management reduced its Eli Lilly (LLY) stake by 22% in Q1 2026, selling an estimated $7.9M and leaving 27,054 shares worth $24.9M. The position accounts for 0.39% of the portfolio, ranked #49.

Evercore Wealth Management first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.4M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Evercore Wealth Management held 27,054 shares of Eli Lilly worth $24.9M as of Q1 2026.
  • Evercore Wealth Management sold 7,792 Eli Lilly shares in Q1 2026, an estimated $7.9M.
  • Eli Lilly made up 0.39% of Evercore Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Evercore Wealth Management first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Eli Lilly position peaked at $37.4M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.