LongView 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
Q2
$213K Buy
+178
New +$182K 0.05% 219
2026
Q1
Sell
-461
Closed -$498K 262
2025
Q4
$498K Buy
461
+29
+7% +$27.7K 0.12% 144
2025
Q3
$329K Buy
432
+3
+0.7% +$2.23K 0.09% 161
2025
Q2
$334K Sell
429
-2
-0.5% -$1.55K 0.1% 156
2025
Q1
$356K Sell
431
-3
-0.7% -$2.5K 0.11% 146
2024
Q4
$335K Hold
434
0.1% 146
2024
Q3
$385K Sell
434
-1
-0.2% -$899 0.12% 134
2024
Q2
$394K Sell
435
-5
-1% -$4K 0.15% 122
2024
Q1
$343K Sell
440
-21
-5% -$14.9K 0.14% 130
2023
Q4
$289K Buy
+461
New +$269K 0.13% 139

Other funds holding LLY

LongView Wealth Management's LLY Position: Q2 2026 in Review

LongView Wealth Management opened a new position in Eli Lilly (LLY) in Q2 2026: 178 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #219 among its holdings. This is a return to the name: LongView Wealth Management previously reported a position in LLY as recently as Q4 2025.

LongView Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $498K in Q4 2025. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • LongView Wealth Management held 178 shares of Eli Lilly worth $213K as of Q2 2026.
  • Eli Lilly was a new LongView Wealth Management position in Q2 2026.
  • Eli Lilly made up 0.05% of LongView Wealth Management's portfolio in Q2 2026, its #219 holding.
  • LongView Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • LongView Wealth Management's Eli Lilly position peaked at $498K in Q4 2025.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.