Howe & Rusling’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 | $849K | Buy |
923
+11
| +1% | +$11.2K | 0.06% | 141 |
|
|
2025
Q4 | $980K | Buy |
912
+62
| +7% | +$59.3K | 0.06% | 128 |
|
|
2025
Q3 | $648K | Sell |
850
-45
| -5% | -$33.5K | 0.04% | 160 |
|
|
2025
Q2 | $698K | Buy |
895
+469
| +110% | +$364K | 0.05% | 150 |
|
|
2025
Q1 | $352K | Buy |
426
+55
| +15% | +$45.8K | 0.03% | 195 |
|
|
2024
Q4 | $286K | Sell |
371
-35
| -9% | -$29K | 0.02% | 217 |
|
|
2024
Q3 | $360K | Sell |
406
-299
| -42% | -$269K | 0.03% | 197 |
|
|
2024
Q2 | $639K | Buy |
705
+74
| +12% | +$59.2K | 0.06% | 134 |
|
|
2024
Q1 | $491K | Hold |
631
| – | – | 0.05% | 151 |
|
|
2023
Q4 | $368K | Sell |
631
-71
| -10% | -$41.4K | 0.04% | 159 |
|
|
2023
Q3 | $377K | Buy |
702
+3
| +0.4% | +$1.55K | 0.04% | 147 |
|
|
2023
Q2 | $328K | Sell |
699
-57
| -8% | -$23.9K | 0.04% | 171 |
|
|
2023
Q1 | $260K | Sell |
756
-133
| -15% | -$44.9K | 0.03% | 192 |
|
|
2022
Q4 | $325K | Buy |
889
+21
| +2% | +$7.45K | 0.04% | 155 |
|
|
2022
Q3 | $281K | Buy |
868
+219
| +34% | +$69.4K | 0.04% | 166 |
|
|
2022
Q2 | $210K | Sell |
649
-5
| -0.8% | -$1.5K | 0.03% | 194 |
|
|
2022
Q1 | $187K | Buy |
654
+10
| +2% | +$2.57K | 0.02% | 208 |
|
|
2021
Q4 | $178K | Hold |
644
| – | – | 0.02% | 209 |
|
|
2021
Q3 | $149K | Sell |
644
-7
| -1% | -$1.73K | 0.02% | 220 |
|
|
2021
Q2 | $149K | Sell |
651
-3
| -0.5% | -$603 | 0.02% | 208 |
|
|
2021
Q1 | $122K | Sell |
654
-48
| -7% | -$9.39K | 0.02% | 217 |
|
|
2020
Q4 | $119K | Buy |
702
+217
| +45% | +$32.4K | 0.02% | 210 |
|
|
2020
Q3 | $72K | Sell |
485
-75
| -13% | -$11.6K | 0.01% | 230 |
|
|
2020
Q2 | $92K | Sell |
560
-3,989
| -88% | -$612K | 0.02% | 192 |
|
|
2020
Q1 | $631K | Sell |
4,549
-21
| -0.5% | -$2.88K | 0.14% | 86 |
|
|
2019
Q4 | $601K | Hold |
4,570
| – | – | 0.1% | 128 |
|
|
2019
Q3 | $511K | Hold |
4,570
| – | – | 0.09% | 132 |
|
|
2019
Q2 | $506K | Sell |
4,570
-19
| -0.4% | -$2.24K | 0.09% | 127 |
|
|
2019
Q1 | $595K | Buy |
4,589
+3,990
| +666% | +$485K | 0.1% | 124 |
|
|
2018
Q4 | $69K | Sell |
599
-19
| -3% | -$2.12K | 0.01% | 230 |
|
|
2018
Q3 | $66K | Sell |
618
-32
| -5% | -$3.2K | 0.01% | 238 |
|
|
2018
Q2 | $55K | Sell |
650
-224
| -26% | -$18.4K | 0.01% | 250 |
|
|
2018
Q1 | $68K | Sell |
874
-3,218
| -79% | -$259K | 0.01% | 249 |
|
|
2017
Q4 | $346K | Sell |
4,092
-142
| -3% | -$12.1K | 0.06% | 151 |
|
|
2017
Q3 | $362K | Buy |
4,234
+3,153
| +292% | +$259K | 0.07% | 144 |
|
|
2017
Q2 | $89K | Sell |
1,081
-330
| -23% | -$26.9K | 0.02% | 212 |
|
|
2017
Q1 | $119K | Sell |
1,411
-41
| -3% | -$3.28K | 0.02% | 183 |
|
|
2016
Q4 | $107K | Buy |
1,452
+202
| +16% | +$15K | 0.02% | 192 |
|
|
2016
Q3 | $100K | Buy |
1,250
+948
| +314% | +$75.9K | 0.02% | 190 |
|
|
2016
Q2 | $24K | Sell |
302
-150
| -33% | -$11.3K | 0.01% | 321 |
|
|
2016
Q1 | $33K | Sell |
452
-1,300
| -74% | -$98.4K | 0.01% | 325 |
|
|
2015
Q4 | $148K | Buy |
1,752
+1,300
| +288% | +$108K | 0.03% | 168 |
|
|
2015
Q3 | $38K | Hold |
452
| – | – | 0.01% | 303 |
|
|
2015
Q2 | $38K | Hold |
452
| – | – | 0.01% | 326 |
|
|
2015
Q1 | $33K | Hold |
452
| – | – | 0.01% | 327 |
|
|
2014
Q4 | $31K | Hold |
452
| – | – | 0.01% | 336 |
|
|
2014
Q3 | $29K | Hold |
452
| – | – | 0.01% | 339 |
|
|
2014
Q2 | $28K | Sell |
452
-4,077
| -90% | -$243K | 0.01% | 347 |
|
|
2014
Q1 | $267K | Buy |
4,529
+4,066
| +878% | +$227K | 0.07% | 127 |
|
|
2013
Q4 | $24K | Sell |
463
-137
| -23% | -$6.86K | 0.01% | 371 |
|
|
2013
Q3 | $30K | Sell |
600
-5,153
| -90% | -$270K | 0.01% | 411 |
|
|
2013
Q2 | $283K | Buy |
+5,753
| New | +$313K | 0.08% | 139 |
|
Other funds holding LLY
VCM
VPM
Howe & Rusling's LLY Position: Q1 2026 in Review
Howe & Rusling increased its Eli Lilly (LLY) stake by 1.2% in Q1 2026, buying an estimated $11.2K and bringing the position to 923 shares worth $849K. The position accounts for 0.06% of the portfolio, ranked #141.
Howe & Rusling first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $980K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Howe & Rusling held 923 shares of Eli Lilly worth $849K as of Q1 2026.
- Howe & Rusling bought 11 Eli Lilly shares in Q1 2026, an estimated $11.2K.
- Eli Lilly made up 0.06% of Howe & Rusling's portfolio in Q1 2026, its #141 holding.
- Howe & Rusling first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
- Howe & Rusling's Eli Lilly position peaked at $980K in Q4 2025.
- 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.