Holistic Financial Partners’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 | $23.2M | Sell |
19,363
-48,329
| -71% | -$49.4M | 14.19% | 1 |
|
|
2026
Q1 | $62.3M | Sell |
67,692
-184
| -0.3% | -$187K | 23.14% | 1 |
|
|
2025
Q4 | $72.9M | Sell |
67,876
-222
| -0.3% | -$212K | 26.45% | 1 |
|
|
2025
Q3 | $52M | Sell |
68,098
-25
| -0% | -$18.6K | 21.28% | 1 |
|
|
2025
Q2 | $53.1M | Sell |
68,123
-690
| -1% | -$536K | 23.24% | 1 |
|
|
2025
Q1 | $56.8M | Buy |
68,813
+1,099
| +2% | +$914K | 27.39% | 1 |
|
|
2024
Q4 | $52.3M | Sell |
67,714
-109
| -0.2% | -$90.3K | 25.96% | 1 |
|
|
2024
Q3 | $60.1M | Sell |
67,823
-193
| -0.3% | -$174K | 28.92% | 1 |
|
|
2024
Q2 | $61.6M | Buy |
68,016
+93
| +0.1% | +$74.4K | 30.9% | 1 |
|
|
2024
Q1 | $52.8M | Buy |
67,923
+245
| +0.4% | +$174K | 26.85% | 1 |
|
|
2023
Q4 | $39.5M | Sell |
67,678
-783
| -1% | -$457K | 23.73% | 1 |
|
|
2023
Q3 | $36.8M | Sell |
68,461
-678
| -1% | -$349K | 24.41% | 1 |
|
|
2023
Q2 | $32.4M | Sell |
69,139
-132
| -0.2% | -$55.4K | 22.53% | 1 |
|
|
2023
Q1 | $23.8M | Buy |
69,271
+66
| +0.1% | +$22.3K | 18.62% | 1 |
|
|
2022
Q4 | $25.3M | Buy |
69,205
+12
| +0% | +$4.25K | 22.67% | 1 |
|
|
2022
Q3 | $22.4M | Sell |
69,193
-6
| -0% | -$1.9K | 22.15% | 1 |
|
|
2022
Q2 | $22.4M | Sell |
69,199
-45
| -0.1% | -$13.5K | 21.16% | 1 |
|
|
2022
Q1 | $19.8M | Sell |
69,244
-372
| -0.5% | -$95.7K | 12.6% | 1 |
|
|
2021
Q4 | $19.2M | Sell |
69,616
-149
| -0.2% | -$37.8K | 11.15% | 1 |
|
|
2021
Q3 | $16.1M | Sell |
69,765
-75
| -0.1% | -$18.5K | 9.94% | 2 |
|
|
2021
Q2 | $16M | Sell |
69,840
-660
| -0.9% | -$133K | 9.57% | 2 |
|
|
2021
Q1 | $13.2M | Sell |
70,500
-1,798
| -2% | -$352K | 8.69% | 2 |
|
|
2020
Q4 | $12.2M | Sell |
72,298
-423
| -0.6% | -$63.2K | 8.42% | 2 |
|
|
2020
Q3 | $10.8M | Sell |
72,721
-22
| -0% | -$3.4K | 8.64% | 3 |
|
|
2020
Q2 | $11.9M | Sell |
72,743
-1,708
| -2% | -$262K | 10.31% | 3 |
|
|
2020
Q1 | $10.3M | Sell |
74,451
-3,477
| -4% | -$478K | 10.71% | 2 |
|
|
2019
Q4 | $10.2M | Sell |
77,928
-934
| -1% | -$108K | 6.13% | 4 |
|
|
2019
Q3 | $8.82M | Buy |
78,862
+76,791
| +3,708% | +$8.55M | 7.82% | 4 |
|
|
2019
Q2 | $229K | Sell |
2,071
-77,794
| -97% | -$9.16M | 0.23% | 64 |
|
|
2019
Q1 | $10.4M | Sell |
79,865
-1,107
| -1% | -$135K | 4.36% | 6 |
|
|
2018
Q4 | $9.37M | Sell |
80,972
-14
| -0% | -$1.56K | 9.77% | 2 |
|
|
2018
Q3 | $8.69M | Sell |
80,986
-21,935
| -21% | -$2.19M | 8.11% | 2 |
|
|
2018
Q2 | $8.78M | Buy |
102,921
+16
| +0% | +$1.31K | 10.05% | 3 |
|
|
2018
Q1 | $7.96M | Sell |
102,905
-31,690
| -24% | -$2.55M | 6.64% | 3 |
|
|
2017
Q4 | $11.4M | Buy |
+134,595
| New | +$11.5M | 9.34% | 2 |
|
Other funds holding LLY
SC
ONB
GIM
Holistic Financial Partners's LLY Position: Q2 2026 in Review
Holistic Financial Partners reduced its Eli Lilly (LLY) stake by 71% in Q2 2026, selling an estimated $49.4M and leaving 19,363 shares worth $23.2M. The position accounts for 14.19% of the portfolio, ranked #1.
Holistic Financial Partners first reported a position in LLY in Q4 2017 and has held it in 35 quarters since. The position peaked at $72.9M in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Holistic Financial Partners held 19,363 shares of Eli Lilly worth $23.2M as of Q2 2026.
- Holistic Financial Partners sold 48,329 Eli Lilly shares in Q2 2026, an estimated $49.4M.
- Eli Lilly made up 14.19% of Holistic Financial Partners's portfolio in Q2 2026, its #1 holding.
- Holistic Financial Partners first reported a position in Eli Lilly in Q4 2017 and has held it in 35 quarters since.
- Holistic Financial Partners's Eli Lilly position peaked at $72.9M in Q4 2025.
- 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.