FRG Family Wealth Advisors’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 | $7.55M | Sell |
8,209
-78
| -0.9% | -$79.1K | 1.24% | 19 |
|
|
2025
Q4 | $8.91M | Hold |
8,287
| – | – | 1.38% | 16 |
|
|
2025
Q3 | $6.32M | Hold |
8,287
| – | – | 1.02% | 22 |
|
|
2025
Q2 | $6.46M | Hold |
8,287
| – | – | 1.12% | 22 |
|
|
2025
Q1 | $6.84M | Hold |
8,287
| – | – | 1.32% | 20 |
|
|
2024
Q4 | $6.4M | Sell |
8,287
-458
| -5% | -$379K | 1.16% | 20 |
|
|
2024
Q3 | $7.75M | Hold |
8,745
| – | – | 1.39% | 17 |
|
|
2024
Q2 | $6.94M | Buy |
8,745
+155
| +2% | +$124K | 1.34% | 17 |
|
|
2024
Q1 | $6.71M | Sell |
8,590
-20
| -0.2% | -$14.2K | 1.32% | 19 |
|
|
2023
Q4 | $5.02M | Buy |
8,610
+9
| +0.1% | +$5.25K | 1.02% | 26 |
|
|
2023
Q3 | $4.62M | Buy |
8,601
+13
| +0.2% | +$6.7K | 1.04% | 26 |
|
|
2023
Q2 | $4.03M | Sell |
8,588
-35
| -0.4% | -$14.7K | 0.88% | 30 |
|
|
2023
Q1 | $2.96M | Hold |
8,623
| – | – | 0.68% | 38 |
|
|
2022
Q4 | $3.15M | Hold |
8,623
| – | – | 0.75% | 36 |
|
|
2022
Q3 | $2.79M | Buy |
8,623
+3
| +0% | +$951 | 0.69% | 38 |
|
|
2022
Q2 | $2.79M | Hold |
8,620
| – | – | 0.65% | 39 |
|
|
2022
Q1 | $2.47M | Hold |
8,620
| – | – | 0.48% | 43 |
|
|
2021
Q4 | $2.38M | Hold |
8,620
| – | – | 0.44% | 46 |
|
|
2021
Q3 | $1.99M | Hold |
8,620
| – | – | 0.39% | 49 |
|
|
2021
Q2 | $1.98M | Hold |
8,620
| – | – | 0.38% | 51 |
|
|
2021
Q1 | $1.61M | Hold |
8,620
| – | – | 0.33% | 53 |
|
|
2020
Q4 | $1.46M | Hold |
8,620
| – | – | 0.32% | 55 |
|
|
2020
Q3 | $1.28M | Hold |
8,620
| – | – | 0.31% | 57 |
|
|
2020
Q2 | $1.42M | Hold |
8,620
| – | – | 0.37% | 51 |
|
|
2020
Q1 | $1.2M | Hold |
8,620
| – | – | 0.36% | 54 |
|
|
2019
Q4 | $1.13M | Sell |
8,620
-3,510
| -29% | -$407K | 0.27% | 69 |
|
|
2019
Q3 | $1.36M | Sell |
12,130
-425
| -3% | -$47.3K | 0.35% | 62 |
|
|
2019
Q2 | $1.39M | Sell |
12,555
-865
| -6% | -$102K | 0.37% | 62 |
|
|
2019
Q1 | $1.74M | Hold |
13,420
| – | – | 0.49% | 56 |
|
|
2018
Q4 | $1.55M | Sell |
13,420
-360
| -3% | -$40.2K | 0.51% | 57 |
|
|
2018
Q3 | $1.48M | Buy |
13,780
+1,300
| +10% | +$130K | 0.41% | 67 |
|
|
2018
Q2 | $1.06M | Buy |
12,480
+3,045
| +32% | +$250K | 0.32% | 79 |
|
|
2018
Q1 | $730K | Buy |
9,435
+385
| +4% | +$31K | 0.24% | 90 |
|
|
2017
Q4 | $764K | Sell |
9,050
-155
| -2% | -$13.2K | 0.25% | 88 |
|
|
2017
Q3 | $787K | Sell |
9,205
-395
| -4% | -$32.4K | 0.27% | 86 |
|
|
2017
Q2 | $790K | Hold |
9,600
| – | – | 0.29% | 86 |
|
|
2017
Q1 | $814K | Hold |
9,600
| – | – | 0.32% | 85 |
|
|
2016
Q4 | $706K | Hold |
9,600
| – | – | 0.3% | 85 |
|
|
2016
Q3 | $770K | Hold |
9,600
| – | – | 0.35% | 81 |
|
|
2016
Q2 | $756K | Buy |
9,600
+850
| +10% | +$64K | 0.34% | 82 |
|
|
2016
Q1 | $628K | Hold |
8,750
| – | – | 0.3% | 83 |
|
|
2015
Q4 | $737K | Buy |
+8,750
| New | +$726K | 0.36% | 83 |
|
Other funds holding LLY
VCM
VPM
FRG Family Wealth Advisors's LLY Position: Q1 2026 in Review
FRG Family Wealth Advisors reduced its Eli Lilly (LLY) stake by 0.94% in Q1 2026, selling an estimated $79.1K and leaving 8,209 shares worth $7.55M. The position accounts for 1.24% of the portfolio, ranked #19.
FRG Family Wealth Advisors first reported a position in LLY in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.91M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- FRG Family Wealth Advisors held 8,209 shares of Eli Lilly worth $7.55M as of Q1 2026.
- FRG Family Wealth Advisors sold 78 Eli Lilly shares in Q1 2026, an estimated $79.1K.
- Eli Lilly made up 1.24% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #19 holding.
- FRG Family Wealth Advisors first reported a position in Eli Lilly in Q4 2015 and has held it in 42 quarters since.
- FRG Family Wealth Advisors's Eli Lilly position peaked at $8.91M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.