Institute for Wealth Management’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 | $5.29M | Buy |
5,754
+17
| +0.3% | +$17.2K | 0.56% | 30 |
|
|
2025
Q4 | $6.16M | Sell |
5,737
-47
| -0.8% | -$44.9K | 0.65% | 23 |
|
|
2025
Q3 | $4.41M | Sell |
5,784
-160
| -3% | -$119K | 0.46% | 40 |
|
|
2025
Q2 | $4.63M | Sell |
5,944
-222
| -4% | -$173K | 0.52% | 38 |
|
|
2025
Q1 | $5.09M | Sell |
6,166
-214
| -3% | -$178K | 0.65% | 30 |
|
|
2024
Q4 | $4.93M | Sell |
6,380
-318
| -5% | -$263K | 0.62% | 28 |
|
|
2024
Q3 | $5.93M | Buy |
6,698
+161
| +2% | +$145K | 0.75% | 19 |
|
|
2024
Q2 | $5.92M | Sell |
6,537
-202
| -3% | -$162K | 0.79% | 14 |
|
|
2024
Q1 | $5.24M | Buy |
6,739
+100
| +2% | +$71.2K | 0.68% | 20 |
|
|
2023
Q4 | $3.87M | Sell |
6,639
-126
| -2% | -$73.5K | 0.63% | 32 |
|
|
2023
Q3 | $3.63M | Buy |
6,765
+76
| +1% | +$39.2K | 0.66% | 25 |
|
|
2023
Q2 | $3.14M | Sell |
6,689
-24
| -0.4% | -$10.1K | 0.53% | 40 |
|
|
2023
Q1 | $2.31M | Sell |
6,713
-201
| -3% | -$67.8K | 0.44% | 49 |
|
|
2022
Q4 | $2.53M | Sell |
6,914
-46
| -0.7% | -$16.3K | 0.53% | 41 |
|
|
2022
Q3 | $2.25M | Sell |
6,960
-1
| -0% | -$317 | 0.51% | 41 |
|
|
2022
Q2 | $2.26M | Sell |
6,961
-71
| -1% | -$21.3K | 0.44% | 48 |
|
|
2022
Q1 | $2.01M | Hold |
7,032
| – | – | 0.33% | 74 |
|
|
2021
Q4 | $1.94M | Sell |
7,032
-48
| -0.7% | -$12.2K | 0.32% | 78 |
|
|
2021
Q3 | $1.64M | Sell |
7,080
-30
| -0.4% | -$7.4K | 0.29% | 89 |
|
|
2021
Q2 | $1.63M | Buy |
7,110
+113
| +2% | +$22.7K | 0.29% | 89 |
|
|
2021
Q1 | $1.31M | Buy |
6,997
+267
| +4% | +$52.2K | 0.25% | 106 |
|
|
2020
Q4 | $1.14M | Buy |
6,730
+664
| +11% | +$99.1K | 0.23% | 108 |
|
|
2020
Q3 | $898K | Sell |
6,066
-1,063
| -15% | -$165K | 0.21% | 127 |
|
|
2020
Q2 | $1.17M | Sell |
7,129
-522
| -7% | -$80.1K | 0.29% | 92 |
|
|
2020
Q1 | $1.06M | Sell |
7,651
-271
| -3% | -$37.2K | 0.33% | 80 |
|
|
2019
Q4 | $1.04M | Sell |
7,922
-155
| -2% | -$18K | 0.24% | 115 |
|
|
2019
Q3 | $903K | Sell |
8,077
-2,875
| -26% | -$320K | 0.23% | 132 |
|
|
2019
Q2 | $1.21M | Sell |
10,952
-115
| -1% | -$13.5K | 0.27% | 105 |
|
|
2019
Q1 | $1.44M | Buy |
+11,067
| New | +$1.35M | 0.31% | 75 |
|
|
2018
Q4 | – | Sell |
-12,085
| Closed | -$1.29M | – | 309 |
|
|
2018
Q3 | $1.29M | Sell |
12,085
-277
| -2% | -$27.7K | 0.43% | 81 |
|
|
2018
Q2 | $1.06M | Sell |
12,362
-60
| -0.5% | -$4.93K | 0.34% | 102 |
|
|
2018
Q1 | $1M | Buy |
12,422
+423
| +4% | +$34.1K | 0.3% | 123 |
|
|
2017
Q4 | $1.01M | Sell |
11,999
-1,395
| -10% | -$119K | 0.23% | 129 |
|
|
2017
Q3 | $1.15M | Buy |
13,394
+421
| +3% | +$34.5K | 0.37% | 89 |
|
|
2017
Q2 | $1.06M | Buy |
+12,973
| New | +$1.06M | 0.29% | 101 |
|
Other funds holding LLY
VCM
VPM
Institute for Wealth Management's LLY Position: Q1 2026 in Review
Institute for Wealth Management increased its Eli Lilly (LLY) stake by 0.3% in Q1 2026, buying an estimated $17.2K and bringing the position to 5,754 shares worth $5.29M. The position accounts for 0.56% of the portfolio, ranked #30.
Institute for Wealth Management first reported a position in LLY in Q2 2017 and has held it in 35 quarters since. The position peaked at $6.16M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Institute for Wealth Management held 5,754 shares of Eli Lilly worth $5.29M as of Q1 2026.
- Institute for Wealth Management bought 17 Eli Lilly shares in Q1 2026, an estimated $17.2K.
- Eli Lilly made up 0.56% of Institute for Wealth Management's portfolio in Q1 2026, its #30 holding.
- Institute for Wealth Management first reported a position in Eli Lilly in Q2 2017 and has held it in 35 quarters since.
- Institute for Wealth Management's Eli Lilly position peaked at $6.16M in Q4 2025.
- 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.