Graybill Wealth Management’s Eli Lilly LLY Stock Holding History

Graybill Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$677K	Sell	868 -2	-0.2%	-$1.56K	0.22%	57
2025 Q1	$719K	Buy	+870	New	+$719K	0.25%	56
2024 Q3	$793K	Buy	895 +45	+5%	+$39.9K	0.29%	48
2024 Q2	$770K	Sell	850 -50	-6%	-$45.3K	0.31%	48
2024 Q1	$700K	Hold	900	–	–	0.3%	46
2023 Q4	$525K	Sell	900 -100	-10%	-$58.3K	0.23%	49
2023 Q3	$537K	Sell	1,000 -1,391	-58%	-$747K	0.26%	48
2023 Q2	$1.12M	Sell	2,391 -176	-7%	-$82.5K	0.53%	44
2023 Q1	$882K	Buy	2,567 +1,125	+78%	+$386K	0.45%	45
2022 Q4	$528K	Hold	1,442	–	–	0.29%	45
2022 Q3	$466K	Buy	1,442 +50	+4%	+$16.2K	0.28%	44
2022 Q2	$451K	Buy	1,392 +1	+0.1%	+$324	0.25%	45
2022 Q1	$398K	Buy	1,391 +223	+19%	+$63.8K	0.19%	45
2021 Q4	$323K	Hold	1,168	–	–	0.15%	47
2021 Q3	$270K	Sell	1,168 -1,650	-59%	-$381K	0.13%	47
2021 Q2	$647K	Hold	2,818	–	–	0.32%	45
2021 Q1	$526K	Buy	2,818 +48	+2%	+$8.96K	0.28%	44
2020 Q4	$468K	Sell	2,770 -200	-7%	-$33.8K	0.26%	42
2020 Q3	$440K	Buy	2,970 +600	+25%	+$88.9K	0.29%	45
2020 Q2	$389K	Hold	2,370	–	–	0.29%	43
2020 Q1	$329K	Hold	2,370	–	–	0.29%	40
2019 Q4	$311K	Hold	2,370	–	–	0.19%	42
2019 Q3	$265K	Sell	2,370 -125	-5%	-$14K	0.18%	46
2019 Q2	$276K	Sell	2,495 -70	-3%	-$7.74K	0.19%	41
2019 Q1	$333K	Hold	2,565	–	–	0.23%	43
2018 Q4	$297K	Hold	2,565	–	–	0.25%	42
2018 Q3	$275K	Hold	2,565	–	–	0.2%	44
2018 Q2	$219K	Buy	+2,565	New	+$219K	0.17%	47
2018 Q1	–	Sell	-3,108	Closed	-$263K	–	46
2017 Q4	$263K	Hold	3,108	–	–	0.19%	46
2017 Q3	$266K	Buy	3,108 +355	+13%	+$30.4K	0.2%	45
2017 Q2	$227K	Hold	2,753	–	–	0.18%	45
2017 Q1	$232K	Hold	2,753	–	–	0.18%	45
2016 Q4	$202K	Hold	2,753	–	–	0.17%	43
2016 Q3	$221K	Hold	2,753	–	–	0.21%	43
2016 Q2	$217K	Buy	+2,753	New	+$217K	0.2%	45
2016 Q1	–	Sell	-2,606	Closed	-$220K	–	46
2015 Q4	$220K	Hold	2,606	–	–	0.19%	46
2015 Q3	$218K	Hold	2,606	–	–	0.18%	49
2015 Q2	$218K	Buy	+2,606	New	+$218K	0.16%	51