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Linscomb Wealth’s Eli Lilly LLY Stock Holding History

Linscomb Wealth’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$991K Sell
1,077
-1,869
-63% -$1.89M 0.04% 196
2025
Q4 		$3.17M Sell
2,946
-322
-10% -$308K 0.13% 130
2025
Q3 		$2.49M Sell
3,268
-1
-0% -$744 0.11% 139
2025
Q2 		$2.55M Buy
3,269
+49
+2% +$38.1K 0.12% 136
2025
Q1 		$2.66M Sell
3,220
-204
-6% -$170K 0.13% 127
2024
Q4 		$2.64M Buy
3,424
+154
+5% +$128K 0.13% 128
2024
Q3 		$2.9M Sell
3,270
-3
-0.1% -$2.7K 0.14% 116
2024
Q2 		$2.96M Sell
3,273
-116
-3% -$92.8K 0.15% 115
2024
Q1 		$2.64M Buy
3,389
+17
+0.5% +$12.1K 0.14% 118
2023
Q4 		$1.97M Sell
3,372
-239
-7% -$140K 0.11% 130
2023
Q3 		$1.94M Sell
3,611
-38
-1% -$19.6K 0.11% 129
2023
Q2 		$1.71M Sell
3,649
-8
-0.2% -$3.35K 0.09% 136
2023
Q1 		$1.26M Buy
3,657
+321
+10% +$108K 0.07% 151
2022
Q4 		$1.22M Buy
3,336
+522
+19% +$185K 0.06% 166
2022
Q3 		$910K Hold
2,814
– – 0.06% 161
2022
Q2 		$912K Sell
2,814
-202
-7% -$60.6K 0.05% 163
2022
Q1 		$864K Buy
3,016
+557
+23% +$143K 0.04% 187
2021
Q4 		$679K Buy
2,459
+63
+3% +$16K 0.03% 207
2021
Q3 		$554K Sell
2,396
-30
-1% -$7.4K 0.03% 214
2021
Q2 		$557K Buy
2,426
+29
+1% +$5.83K 0.03% 209
2021
Q1 		$448K Sell
2,397
-13
-0.5% -$2.54K 0.02% 222
2020
Q4 		$407K Sell
2,410
-367
-13% -$54.8K 0.02% 218
2020
Q3 		$411K Buy
2,777
+145
+6% +$22.4K 0.03% 209
2020
Q2 		$432K Sell
2,632
-76
-3% -$11.7K 0.03% 206
2020
Q1 		$376K Hold
2,708
– – 0.03% 301
2019
Q4 		$356K Sell
2,708
-51
-2% -$5.91K 0.02% 353
2019
Q3 		$309K Sell
2,759
-12
-0.4% -$1.34K 0.02% 225
2019
Q2 		$307K Sell
2,771
-370
-12% -$43.6K 0.03% 219
2019
Q1 		$408K Hold
3,141
– – 0.03% 202
2018
Q4 		$363K Buy
3,141
+96
+3% +$10.7K 0.03% 193
2018
Q3 		$327K Sell
3,045
-440
-13% -$44K 0.03% 220
2018
Q2 		$297K Buy
3,485
+48
+1% +$3.94K 0.03% 220
2018
Q1 		$266K Buy
3,437
+100
+3% +$8.05K 0.02% 227
2017
Q4 		$282K Buy
+3,337
New +$284K 0.02% 229
2016
Q1 		– Sell
-3,098
Closed -$261K – 262
2015
Q4 		$261K Sell
3,098
-258
-8% -$21.4K 0.03% 221
2015
Q3 		$281K Sell
3,356
-236
-7% -$19.9K 0.03% 213
2015
Q2 		$300K Buy
3,592
+3
+0.1% +$229 0.03% 222
2015
Q1 		$261K Buy
3,589
+4
+0.1% +$285 0.03% 231
2014
Q4 		$247K Buy
3,585
+3
+0.1% +$202 0.03% 241
2014
Q3 		$232K Buy
+3,582
New +$227K 0.03% 255

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Linscomb Wealth's LLY Position: Q1 2026 in Review

Linscomb Wealth reduced its Eli Lilly (LLY) stake by 63% in Q1 2026, selling an estimated $1.89M and leaving 1,077 shares worth $991K. The position accounts for 0.04% of the portfolio, ranked #196.

Linscomb Wealth first reported a position in LLY in Q3 2014 and has held it in 40 quarters since. The position peaked at $3.17M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Linscomb Wealth held 1,077 shares of Eli Lilly worth $991K as of Q1 2026.
  • Linscomb Wealth sold 1,869 Eli Lilly shares in Q1 2026, an estimated $1.89M.
  • Eli Lilly made up 0.04% of Linscomb Wealth's portfolio in Q1 2026, its #196 holding.
  • Linscomb Wealth first reported a position in Eli Lilly in Q3 2014 and has held it in 40 quarters since.
  • Linscomb Wealth's Eli Lilly position peaked at $3.17M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.