Evermay 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
Q2 | $4.53M | Sell |
3,773
-90
| -2% | -$92K | 0.47% | 24 |
|
|
2026
Q1 | $3.55M | Buy |
3,863
+74
| +2% | +$75K | 0.39% | 29 |
|
|
2025
Q4 | $4.07M | Buy |
3,789
+74
| +2% | +$70.8K | 0.46% | 26 |
|
|
2025
Q3 | $2.83M | Sell |
3,715
-47
| -1% | -$35K | 0.32% | 37 |
|
|
2025
Q2 | $2.93M | Sell |
3,762
-163
| -4% | -$127K | 0.36% | 33 |
|
|
2025
Q1 | $3.24M | Sell |
3,925
-88
| -2% | -$73.2K | 0.43% | 29 |
|
|
2024
Q4 | $3.1M | Sell |
4,013
-27
| -0.7% | -$22.4K | 0.47% | 30 |
|
|
2024
Q3 | $3.58M | Sell |
4,040
-33
| -0.8% | -$29.7K | 0.58% | 26 |
|
|
2024
Q2 | $3.69M | Sell |
4,073
-110
| -3% | -$88K | 0.59% | 27 |
|
|
2024
Q1 | $3.25M | Sell |
4,183
-105
| -2% | -$74.7K | 0.49% | 27 |
|
|
2023
Q4 | $2.5M | Buy |
4,288
+661
| +18% | +$386K | 0.46% | 27 |
|
|
2023
Q3 | $1.95M | Buy |
3,627
+73
| +2% | +$37.6K | 0.4% | 32 |
|
|
2023
Q2 | $1.67M | Sell |
3,554
-392
| -10% | -$164K | 0.32% | 36 |
|
|
2023
Q1 | $1.36M | Buy |
3,946
+213
| +6% | +$71.8K | 0.27% | 40 |
|
|
2022
Q4 | $1.37M | Buy |
3,733
+180
| +5% | +$63.8K | 0.28% | 43 |
|
|
2022
Q3 | $1.15M | Buy |
3,553
+16
| +0.5% | +$5.07K | 0.23% | 48 |
|
|
2022
Q2 | $1.15M | Buy |
3,537
+430
| +14% | +$129K | 0.22% | 49 |
|
|
2022
Q1 | $890K | Sell |
3,107
-368
| -11% | -$94.7K | 0.15% | 70 |
|
|
2021
Q4 | $960K | Sell |
3,475
-21
| -0.6% | -$5.32K | 0.17% | 49 |
|
|
2021
Q3 | $808K | Sell |
3,496
-147
| -4% | -$36.3K | 0.16% | 52 |
|
|
2021
Q2 | $836K | Sell |
3,643
-120
| -3% | -$24.1K | 0.15% | 62 |
|
|
2021
Q1 | $703K | Sell |
3,763
-25
| -0.7% | -$4.89K | 0.14% | 66 |
|
|
2020
Q4 | $640K | Buy |
3,788
+192
| +5% | +$28.7K | 0.14% | 67 |
|
|
2020
Q3 | $532K | Hold |
3,596
| – | – | 0.13% | 75 |
|
|
2020
Q2 | $590K | Sell |
3,596
-300
| -8% | -$46K | 0.16% | 68 |
|
|
2020
Q1 | $540K | Sell |
3,896
-81
| -2% | -$11.1K | 0.16% | 64 |
|
|
2019
Q4 | $523K | Buy |
3,977
+924
| +30% | +$107K | 0.13% | 85 |
|
|
2019
Q3 | $341K | Sell |
3,053
-27
| -0.9% | -$3.01K | 0.09% | 103 |
|
|
2019
Q2 | $341K | Buy |
3,080
+72
| +2% | +$8.48K | 0.09% | 103 |
|
|
2019
Q1 | $390K | Sell |
3,008
-58
| -2% | -$7.05K | 0.11% | 89 |
|
|
2018
Q4 | $355K | Buy |
3,066
+1,116
| +57% | +$125K | 0.11% | 87 |
|
|
2018
Q3 | $209K | Buy |
+1,950
| New | +$195K | 0.07% | 141 |
|
Other funds holding LLY
Evermay Wealth Management's LLY Position: Q2 2026 in Review
Evermay Wealth Management reduced its Eli Lilly (LLY) stake by 2.3% in Q2 2026, selling an estimated $92K and leaving 3,773 shares worth $4.53M. The position accounts for 0.47% of the portfolio, ranked #24.
Evermay Wealth Management first reported a position in LLY in Q3 2018 and has held it in 32 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Evermay Wealth Management held 3,773 shares of Eli Lilly worth $4.53M as of Q2 2026.
- Evermay Wealth Management sold 90 Eli Lilly shares in Q2 2026, an estimated $92K.
- Eli Lilly made up 0.47% of Evermay Wealth Management's portfolio in Q2 2026, its #24 holding.
- Evermay Wealth Management first reported a position in Eli Lilly in Q3 2018 and has held it in 32 quarters since.
- 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.