IAM Advisory’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 | $5.56M | Sell |
4,638
-13
| -0.3% | -$13.3K | 1.08% | 18 |
|
|
2026
Q1 | $4.28M | Sell |
4,651
-113
| -2% | -$115K | 0.96% | 16 |
|
|
2025
Q4 | $5.12M | Sell |
4,764
-200
| -4% | -$191K | 1.14% | 15 |
|
|
2025
Q3 | $3.79M | Sell |
4,964
-44
| -0.9% | -$32.7K | 0.85% | 19 |
|
|
2025
Q2 | $3.9M | Sell |
5,008
-103
| -2% | -$80K | 0.94% | 17 |
|
|
2025
Q1 | $4.22M | Sell |
5,111
-264
| -5% | -$220K | 1.1% | 16 |
|
|
2024
Q4 | $4.15M | Sell |
5,375
-115
| -2% | -$95.2K | 1.05% | 17 |
|
|
2024
Q3 | $4.86M | Sell |
5,490
-606
| -10% | -$545K | 1.23% | 14 |
|
|
2024
Q2 | $5.52M | Sell |
6,096
-133
| -2% | -$106K | 1.5% | 12 |
|
|
2024
Q1 | $4.85M | Sell |
6,229
-141
| -2% | -$100K | 1.33% | 13 |
|
|
2023
Q4 | $3.71M | Sell |
6,370
-237
| -4% | -$138K | 1.17% | 15 |
|
|
2023
Q3 | $3.55M | Sell |
6,607
-300
| -4% | -$155K | 1.24% | 15 |
|
|
2023
Q2 | $3.24M | Buy |
6,907
+86
| +1% | +$36.1K | 1.11% | 14 |
|
|
2023
Q1 | $2.34M | Sell |
6,821
-453
| -6% | -$153K | 0.81% | 16 |
|
|
2022
Q4 | $2.66M | Sell |
7,274
-36
| -0.5% | -$12.8K | 0.98% | 14 |
|
|
2022
Q3 | $2.36M | Sell |
7,310
-19
| -0.3% | -$6.02K | 1% | 15 |
|
|
2022
Q2 | $2.38M | Sell |
7,329
-20
| -0.3% | -$6K | 0.98% | 16 |
|
|
2022
Q1 | $2.1M | Buy |
7,349
+51
| +0.7% | +$13.1K | 0.85% | 15 |
|
|
2021
Q4 | $1.9M | Buy |
7,298
+110
| +2% | +$27.9K | 0.75% | 16 |
|
|
2021
Q3 | $1.68M | Buy |
+7,188
| New | +$1.77M | 0.71% | 17 |
|
|
2021
Q2 | – | Sell |
-7,731
| Closed | -$1.44M | – | 71 |
|
|
2021
Q1 | $1.44M | Buy |
7,731
+201
| +3% | +$39.3K | 0.63% | 15 |
|
|
2020
Q4 | $1.48M | Buy |
+7,530
| New | +$1.12M | 0.75% | 14 |
|
Other funds holding LLY
SC
ONB
GIM
CRM
CNB
