Lee Financial’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 | $2M | Sell |
1,668
-50
| -3% | -$51.1K | 0.26% | 39 |
|
|
2026
Q1 | $1.58M | Sell |
1,718
-28
| -2% | -$28.4K | 0.22% | 47 |
|
|
2025
Q4 | $1.88M | Sell |
1,746
-648
| -27% | -$620K | 0.25% | 36 |
|
|
2025
Q3 | $1.83M | Buy |
2,394
+652
| +37% | +$485K | 0.23% | 48 |
|
|
2025
Q2 | $1.36M | Sell |
1,742
-25
| -1% | -$19.4K | 0.19% | 61 |
|
|
2025
Q1 | $1.46M | Sell |
1,767
-650
| -27% | -$541K | 0.22% | 44 |
|
|
2024
Q4 | $1.87M | Buy |
2,417
+110
| +5% | +$91.1K | 0.26% | 39 |
|
|
2024
Q3 | $2.04M | Buy |
2,307
+619
| +37% | +$557K | 0.29% | 35 |
|
|
2024
Q2 | $1.53M | Buy |
1,688
+141
| +9% | +$113K | 0.25% | 41 |
|
|
2024
Q1 | $1.2M | Buy |
1,547
+103
| +7% | +$73.3K | 0.2% | 62 |
|
|
2023
Q4 | $842K | Buy |
1,444
+53
| +4% | +$30.9K | 0.15% | 72 |
|
|
2023
Q3 | $747K | Buy |
1,391
+94
| +7% | +$48.4K | 0.14% | 69 |
|
|
2023
Q2 | $608K | Buy |
1,297
+306
| +31% | +$128K | 0.11% | 81 |
|
|
2023
Q1 | $340K | Sell |
991
-79
| -7% | -$26.6K | 0.06% | 103 |
|
|
2022
Q4 | $391K | Buy |
1,070
+50
| +5% | +$17.7K | 0.07% | 107 |
|
|
2022
Q3 | $329K | Buy |
1,020
+6
| +0.6% | +$1.9K | 0.06% | 114 |
|
|
2022
Q2 | $328K | Buy |
1,014
+48
| +5% | +$14.4K | 0.06% | 116 |
|
|
2022
Q1 | $277K | Sell |
966
-1
| -0.1% | -$257 | 0.05% | 126 |
|
|
2021
Q4 | $268K | Buy |
967
+15
| +2% | +$3.8K | 0.05% | 126 |
|
|
2021
Q3 | $220K | Buy |
952
+13
| +1% | +$3.21K | 0.05% | 134 |
|
|
2021
Q2 | $216K | Hold |
939
| – | – | 0.05% | 136 |
|
|
2021
Q1 | $175K | Hold |
939
| – | – | 0.04% | 138 |
|
|
2020
Q4 | $159K | Hold |
939
| – | – | 0.04% | 128 |
|
|
2020
Q3 | $139K | Hold |
939
| – | – | 0.04% | 134 |
|
|
2020
Q2 | $154K | Buy |
939
+200
| +27% | +$30.7K | 0.04% | 132 |
|
|
2020
Q1 | $103K | Sell |
739
-650
| -47% | -$89.3K | 0.03% | 134 |
|
|
2019
Q4 | $183K | Hold |
1,389
| – | – | 0.04% | 123 |
|
|
2019
Q3 | $155K | Hold |
1,389
| – | – | 0.03% | 132 |
|
|
2019
Q2 | $154K | Hold |
1,389
| – | – | 0.03% | 141 |
|
|
2019
Q1 | $180K | Buy |
1,389
+650
| +88% | +$79K | 0.04% | 131 |
|
|
2018
Q4 | $86K | Hold |
739
| – | – | 0.02% | 152 |
|
|
2018
Q3 | $79K | Sell |
739
-279
| -27% | -$27.9K | 0.02% | 175 |
|
|
2018
Q2 | $87K | Hold |
1,018
| – | – | 0.02% | 224 |
|
|
2018
Q1 | $79K | Sell |
1,018
-193
| -16% | -$15.5K | 0.02% | 225 |
|
|
2017
Q4 | $102K | Buy |
1,211
+234
| +24% | +$19.9K | 0.03% | 155 |
|
|
2017
Q3 | $84K | Hold |
977
| – | – | 0.03% | 154 |
|
|
2017
Q2 | $80K | Buy |
977
+238
| +32% | +$19.4K | 0.03% | 160 |
|
|
2017
Q1 | $62K | Hold |
739
| – | – | 0.02% | 162 |
|
|
2016
Q4 | $54K | Buy |
+739
| New | +$55K | 0.03% | 171 |
|
Other funds holding LLY
SC
ONB
GIM
WAM
Lee Financial's LLY Position: Q2 2026 in Review
Lee Financial reduced its Eli Lilly (LLY) stake by 2.9% in Q2 2026, selling an estimated $51.1K and leaving 1,668 shares worth $2M. The position accounts for 0.26% of the portfolio, ranked #39.
Lee Financial first reported a position in LLY in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.04M in Q3 2024. 1,233 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Lee Financial held 1,668 shares of Eli Lilly worth $2M as of Q2 2026.
- Lee Financial sold 50 Eli Lilly shares in Q2 2026, an estimated $51.1K.
- Eli Lilly made up 0.26% of Lee Financial's portfolio in Q2 2026, its #39 holding.
- Lee Financial first reported a position in Eli Lilly in Q4 2016 and has held it in 39 quarters since.
- Lee Financial's Eli Lilly position peaked at $2.04M in Q3 2024.
- 1,233 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.