Legacy Financial Advisors’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 | $4.12M | Buy |
3,438
+254
| +8% | +$260K | 0.5% | 34 |
|
|
2026
Q1 | $2.93M | Buy |
3,184
+35
| +1% | +$35.5K | 0.41% | 42 |
|
|
2025
Q4 | $3.38M | Buy |
3,149
+141
| +5% | +$135K | 0.47% | 36 |
|
|
2025
Q3 | $2.3M | Sell |
3,008
-156
| -5% | -$116K | 0.32% | 51 |
|
|
2025
Q2 | $2.47M | Buy |
3,164
+129
| +4% | +$100K | 0.39% | 39 |
|
|
2025
Q1 | $2.51M | Buy |
3,035
+81
| +3% | +$67.4K | 0.42% | 40 |
|
|
2024
Q4 | $2.28M | Sell |
2,954
-62
| -2% | -$51.3K | 0.38% | 45 |
|
|
2024
Q3 | $2.67M | Buy |
3,016
+68
| +2% | +$61.1K | 0.45% | 41 |
|
|
2024
Q2 | $2.67M | Buy |
2,948
+44
| +2% | +$35.2K | 0.48% | 36 |
|
|
2024
Q1 | $2.26M | Buy |
2,904
+97
| +3% | +$69K | 0.4% | 42 |
|
|
2023
Q4 | $1.64M | Buy |
2,807
+154
| +6% | +$89.9K | 0.31% | 52 |
|
|
2023
Q3 | $1.43M | Buy |
2,653
+21
| +0.8% | +$10.8K | 0.29% | 49 |
|
|
2023
Q2 | $1.23M | Sell |
2,632
-88
| -3% | -$36.9K | 0.23% | 54 |
|
|
2023
Q1 | $934K | Sell |
2,720
-304
| -10% | -$103K | 0.19% | 65 |
|
|
2022
Q4 | $1.11M | Buy |
3,024
+1,223
| +68% | +$434K | 0.24% | 52 |
|
|
2022
Q3 | $582K | Buy |
1,801
+46
| +3% | +$14.6K | 0.14% | 83 |
|
|
2022
Q2 | $569K | Buy |
1,755
+143
| +9% | +$42.9K | 0.14% | 79 |
|
|
2022
Q1 | $462K | Buy |
1,612
+81
| +5% | +$20.8K | 0.1% | 106 |
|
|
2021
Q4 | $423K | Buy |
1,531
+148
| +11% | +$37.5K | 0.1% | 107 |
|
|
2021
Q3 | $320K | Sell |
1,383
-172
| -11% | -$42.5K | 0.08% | 115 |
|
|
2021
Q2 | $357K | Buy |
1,555
+148
| +11% | +$29.7K | 0.09% | 103 |
|
|
2021
Q1 | $263K | Sell |
1,407
-28
| -2% | -$5.48K | 0.07% | 127 |
|
|
2020
Q4 | $242K | Sell |
1,435
-9
| -0.6% | -$1.34K | 0.07% | 120 |
|
|
2020
Q3 | $214K | Buy |
+1,444
| New | +$223K | 0.07% | 119 |
|
|
2019
Q2 | – | Sell |
-1,690
| Closed | -$219K | – | 562 |
|
|
2019
Q1 | $219K | Buy |
1,690
+128
| +8% | +$15.6K | 0.07% | 104 |
|
|
2018
Q4 | $181K | Buy |
1,562
+389
| +33% | +$43.5K | 0.07% | 105 |
|
|
2018
Q3 | $125K | Hold |
1,173
| – | – | 0.05% | 146 |
|
|
2018
Q2 | $105K | Sell |
1,173
-2,341
| -67% | -$192K | 0.04% | 165 |
|
|
2018
Q1 | $278K | Buy |
3,514
+726
| +26% | +$58.4K | 0.11% | 83 |
|
|
2017
Q4 | $235K | Buy |
+2,788
| New | +$237K | 0.1% | 98 |
|
Other funds holding LLY
Legacy Financial Advisors's LLY Position: Q2 2026 in Review
Legacy Financial Advisors increased its Eli Lilly (LLY) stake by 8% in Q2 2026, buying an estimated $260K and bringing the position to 3,438 shares worth $4.12M. The position accounts for 0.5% of the portfolio, ranked #34.
Legacy Financial Advisors first reported a position in LLY in Q4 2017 and has held it in 30 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Legacy Financial Advisors held 3,438 shares of Eli Lilly worth $4.12M as of Q2 2026.
- Legacy Financial Advisors bought 254 Eli Lilly shares in Q2 2026, an estimated $260K.
- Eli Lilly made up 0.5% of Legacy Financial Advisors's portfolio in Q2 2026, its #34 holding.
- Legacy Financial Advisors first reported a position in Eli Lilly in Q4 2017 and has held it in 30 quarters since.
- 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.