EWM
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Evercore Wealth Management’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$28M Sell
35,947
-599
-2% -$467K 0.44% 44
2025
Q1
$30.2M Sell
36,546
-653
-2% -$539K 0.48% 44
2024
Q4
$28.7M Sell
37,199
-67
-0.2% -$51.7K 0.43% 46
2024
Q3
$33M Sell
37,266
-3,220
-8% -$2.85M 0.5% 41
2024
Q2
$36.7M Sell
40,486
-52
-0.1% -$47.1K 0.58% 42
2024
Q1
$31.5M Sell
40,538
-5,469
-12% -$4.25M 0.49% 44
2023
Q4
$26.8M Sell
46,007
-834
-2% -$486K 0.45% 45
2023
Q3
$25.2M Sell
46,841
-748
-2% -$402K 0.47% 46
2023
Q2
$22.3M Sell
47,589
-693
-1% -$325K 0.41% 48
2023
Q1
$16.6M Sell
48,282
-1,167
-2% -$401K 0.33% 48
2022
Q4
$18.1M Sell
49,449
-121
-0.2% -$44.3K 0.38% 49
2022
Q3
$16M Sell
49,570
-75
-0.2% -$24.3K 0.36% 50
2022
Q2
$16.1M Sell
49,645
-1,634
-3% -$530K 0.34% 51
2022
Q1
$14.7M Sell
51,279
-1,327
-3% -$380K 0.26% 58
2021
Q4
$14.5M Sell
52,606
-1,800
-3% -$497K 0.24% 59
2021
Q3
$12.6M Sell
54,406
-1,860
-3% -$430K 0.23% 59
2021
Q2
$12.9M Sell
56,266
-2,845
-5% -$653K 0.24% 57
2021
Q1
$11M Sell
59,111
-2,443
-4% -$456K 0.22% 62
2020
Q4
$10.4M Sell
61,554
-1,230
-2% -$208K 0.22% 61
2020
Q3
$9.29M Buy
62,784
+240
+0.4% +$35.5K 0.23% 61
2020
Q2
$10.3M Sell
62,544
-176
-0.3% -$28.9K 0.27% 60
2020
Q1
$8.7M Sell
62,720
-8,174
-12% -$1.13M 0.29% 58
2019
Q4
$9.32M Sell
70,894
-467
-0.7% -$61.4K 0.25% 63
2019
Q3
$7.98M Sell
71,361
-1,750
-2% -$196K 0.23% 68
2019
Q2
$8.1M Buy
73,111
+1,646
+2% +$182K 0.25% 66
2019
Q1
$9.27M Sell
71,465
-1,852
-3% -$240K 0.3% 63
2018
Q4
$8.49M Sell
73,317
-658
-0.9% -$76.2K 0.32% 62
2018
Q3
$7.94M Sell
73,975
-3,817
-5% -$410K 0.25% 70
2018
Q2
$6.64M Buy
77,792
+53,840
+225% +$4.59M 0.23% 73
2018
Q1
$1.85M Sell
23,952
-420
-2% -$32.5K 0.07% 136
2017
Q4
$2.06M Sell
24,372
-1,460
-6% -$123K 0.08% 134
2017
Q3
$2.21M Sell
25,832
-182
-0.7% -$15.6K 0.09% 126
2017
Q2
$2.14M Buy
26,014
+1
+0% +$82 0.08% 128
2017
Q1
$2.19M Buy
26,013
+2,916
+13% +$245K 0.09% 128
2016
Q4
$1.7M Sell
23,097
-3,042
-12% -$224K 0.07% 140
2016
Q3
$2.1M Buy
26,139
+483
+2% +$38.8K 0.09% 129
2016
Q2
$2.02M Sell
25,656
-1,592
-6% -$125K 0.09% 127
2016
Q1
$1.96M Sell
27,248
-1,161
-4% -$83.6K 0.09% 125
2015
Q4
$2.39M Buy
28,409
+1,788
+7% +$151K 0.11% 121
2015
Q3
$2.23M Sell
26,621
-167
-0.6% -$14K 0.11% 120
2015
Q2
$2.24M Sell
26,788
-3,886
-13% -$324K 0.1% 126
2015
Q1
$2.23M Sell
30,674
-2,412
-7% -$175K 0.1% 128
2014
Q4
$2.28M Sell
33,086
-4,523
-12% -$312K 0.11% 119
2014
Q3
$2.44M Buy
37,609
+9,091
+32% +$590K 0.12% 130
2014
Q2
$1.77M Buy
28,518
+23,440
+462% +$1.46M 0.09% 141
2014
Q1
$299K Buy
5,078
+375
+8% +$22.1K 0.02% 324
2013
Q4
$240K Buy
4,703
+1,000
+27% +$51K 0.01% 346
2013
Q3
$185K Buy
3,703
+439
+13% +$21.9K 0.01% 405
2013
Q2
$160K Buy
+3,264
New +$160K 0.01% 426