Lyell 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 | $2.51M | Buy |
2,724
+10
| +0.4% | +$10.1K | 0.18% | 87 |
|
|
2025
Q4 | $2.92M | Buy |
2,714
+305
| +13% | +$292K | 0.21% | 75 |
|
|
2025
Q3 | $1.84M | Buy |
2,409
+18
| +0.8% | +$13.4K | 0.14% | 91 |
|
|
2025
Q2 | $1.86M | Sell |
2,391
-54
| -2% | -$42K | 0.15% | 92 |
|
|
2025
Q1 | $2.02M | Sell |
2,445
-87
| -3% | -$72.4K | 0.19% | 94 |
|
|
2024
Q4 | $1.95M | Buy |
2,532
+51
| +2% | +$42.2K | 0.18% | 96 |
|
|
2024
Q3 | $2.2M | Hold |
2,481
| – | – | 0.2% | 94 |
|
|
2024
Q2 | $2.25M | Buy |
2,481
+18
| +0.7% | +$14.4K | 0.21% | 96 |
|
|
2024
Q1 | $1.92M | Buy |
2,463
+32
| +1% | +$22.8K | 0.19% | 97 |
|
|
2023
Q4 | $1.42M | Buy |
2,431
+13
| +0.5% | +$7.59K | 0.16% | 101 |
|
|
2023
Q3 | $1.3M | Hold |
2,418
| – | – | 0.17% | 98 |
|
|
2023
Q2 | $1.13M | Sell |
2,418
-178
| -7% | -$74.6K | 0.14% | 101 |
|
|
2023
Q1 | $892K | Sell |
2,596
-121
| -4% | -$40.8K | 0.12% | 115 |
|
|
2022
Q4 | $994K | Buy |
2,717
+14
| +0.5% | +$4.96K | 0.16% | 102 |
|
|
2022
Q3 | $874K | Sell |
2,703
-75
| -3% | -$23.8K | 0.15% | 106 |
|
|
2022
Q2 | $901K | Buy |
2,778
+59
| +2% | +$17.7K | 0.15% | 106 |
|
|
2022
Q1 | $779K | Buy |
2,719
+144
| +6% | +$37.1K | 0.1% | 120 |
|
|
2021
Q4 | $711K | Buy |
2,575
+19
| +0.7% | +$4.82K | 0.08% | 120 |
|
|
2021
Q3 | $591K | Sell |
2,556
-11
| -0.4% | -$2.71K | 0.07% | 126 |
|
|
2021
Q2 | $589K | Buy |
2,567
+328
| +15% | +$65.9K | 0.07% | 125 |
|
|
2021
Q1 | $418K | Sell |
2,239
-175
| -7% | -$34.2K | 0.06% | 135 |
|
|
2020
Q4 | $408K | Buy |
2,414
+18
| +0.8% | +$2.69K | 0.07% | 127 |
|
|
2020
Q3 | $355K | Buy |
2,396
+286
| +14% | +$44.3K | 0.07% | 109 |
|
|
2020
Q2 | $346K | Sell |
2,110
-100
| -5% | -$15.3K | 0.08% | 97 |
|
|
2020
Q1 | $307K | Hold |
2,210
| – | – | 0.09% | 97 |
|
|
2019
Q4 | $290K | Sell |
2,210
-640
| -22% | -$74.2K | 0.08% | 105 |
|
|
2019
Q3 | $319K | Hold |
2,850
| – | – | 0.1% | 98 |
|
|
2019
Q2 | $316K | Sell |
2,850
-665
| -19% | -$78.3K | 0.1% | 101 |
|
|
2019
Q1 | $456K | Hold |
3,515
| – | – | 0.15% | 89 |
|
|
2018
Q4 | $407K | Sell |
3,515
-60
| -2% | -$6.7K | 0.17% | 86 |
|
|
2018
Q3 | $384K | Sell |
3,575
-250
| -7% | -$25K | 0.13% | 93 |
|
|
2018
Q2 | $326K | Buy |
3,825
+18
| +0.5% | +$1.48K | 0.12% | 95 |
|
|
2018
Q1 | $295K | Hold |
3,807
| – | – | 0.11% | 95 |
|
|
2017
Q4 | $322K | Sell |
3,807
-409
| -10% | -$34.8K | 0.13% | 93 |
|
|
2017
Q3 | $361K | Sell |
4,216
-275
| -6% | -$22.6K | 0.16% | 88 |
|
|
2017
Q2 | $370K | Hold |
4,491
| – | – | 0.18% | 80 |
|
|
2017
Q1 | $378K | Sell |
4,491
-484
| -10% | -$38.8K | 0.2% | 81 |
|
|
2016
Q4 | $366K | Buy |
+4,975
| New | +$371K | 0.23% | 77 |
|
Other funds holding LLY
VCM
VPM
Lyell Wealth Management's LLY Position: Q1 2026 in Review
Lyell Wealth Management increased its Eli Lilly (LLY) stake by 0.37% in Q1 2026, buying an estimated $10.1K and bringing the position to 2,724 shares worth $2.51M. The position accounts for 0.18% of the portfolio, ranked #87.
Lyell Wealth Management first reported a position in LLY in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.92M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Lyell Wealth Management held 2,724 shares of Eli Lilly worth $2.51M as of Q1 2026.
- Lyell Wealth Management bought 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
- Eli Lilly made up 0.18% of Lyell Wealth Management's portfolio in Q1 2026, its #87 holding.
- Lyell Wealth Management first reported a position in Eli Lilly in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's Eli Lilly position peaked at $2.92M in Q4 2025.
- 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.