Mark Sheptoff Financial Planning’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 | $697K | Hold |
705
| – | – | 0.37% | 50 |
|
|
2025
Q4 | $758K | Hold |
705
| – | – | 0.36% | 43 |
|
|
2025
Q3 | $538K | Sell |
705
-460
| -39% | -$342K | 0.26% | 54 |
|
|
2025
Q2 | $908K | Buy |
1,165
+6
| +0.5% | +$4.66K | 0.48% | 38 |
|
|
2025
Q1 | $957K | Sell |
1,159
-250
| -18% | -$208K | 0.53% | 37 |
|
|
2024
Q4 | $1.09M | Hold |
1,409
| – | – | 0.58% | 34 |
|
|
2024
Q3 | $1.25M | Sell |
1,409
-40
| -3% | -$36K | 0.66% | 31 |
|
|
2024
Q2 | $1.31M | Buy |
1,449
+40
| +3% | +$32K | 0.73% | 29 |
|
|
2024
Q1 | $1.1M | Hold |
1,409
| – | – | 0.61% | 34 |
|
|
2023
Q4 | $821K | Hold |
1,409
| – | – | 0.49% | 36 |
|
|
2023
Q3 | $757K | Hold |
1,409
| – | – | 0.49% | 35 |
|
|
2023
Q2 | $661K | Hold |
1,409
| – | – | 0.38% | 46 |
|
|
2023
Q1 | $484K | Hold |
1,409
| – | – | 0.28% | 55 |
|
|
2022
Q4 | $515K | Hold |
1,409
| – | – | 0.3% | 55 |
|
|
2022
Q3 | $456K | Hold |
1,409
| – | – | 0.28% | 58 |
|
|
2022
Q2 | $457K | Hold |
1,409
| – | – | 0.26% | 63 |
|
|
2022
Q1 | $403K | Sell |
1,409
-101
| -7% | -$26K | 0.2% | 72 |
|
|
2021
Q4 | $417K | Buy |
1,510
+10
| +0.7% | +$2.54K | 0.2% | 73 |
|
|
2021
Q3 | $347K | Buy |
1,500
+400
| +36% | +$98.7K | 0.19% | 78 |
|
|
2021
Q2 | $252K | Sell |
1,100
-100
| -8% | -$20.1K | 0.14% | 87 |
|
|
2021
Q1 | $224K | Hold |
1,200
| – | – | 0.13% | 89 |
|
|
2020
Q4 | $203K | Sell |
1,200
-100
| -8% | -$14.9K | 0.12% | 93 |
|
|
2020
Q3 | $192K | Sell |
1,300
-100
| -7% | -$15.5K | 0.12% | 88 |
|
|
2020
Q2 | $230K | Buy |
+1,400
| New | +$215K | 0.15% | 81 |
|
|
2016
Q4 | – | Sell |
-4,950
| Closed | -$397K | – | 366 |
|
|
2016
Q3 | $397K | Buy |
4,950
+900
| +22% | +$72K | 0.3% | 65 |
|
|
2016
Q2 | $319K | Sell |
4,050
-2,575
| -39% | -$194K | 0.24% | 75 |
|
|
2016
Q1 | $477K | Sell |
6,625
-1,375
| -17% | -$104K | 0.39% | 55 |
|
|
2015
Q4 | $674K | Hold |
8,000
| – | – | 0.55% | 49 |
|
|
2015
Q3 | $670K | Buy |
8,000
+6,576
| +462% | +$555K | 0.59% | 48 |
|
|
2015
Q2 | $119K | Buy |
1,424
+524
| +58% | +$39.9K | 0.1% | 131 |
|
|
2015
Q1 | $65K | Hold |
900
| – | – | 0.05% | 153 |
|
|
2014
Q4 | $62K | Hold |
900
| – | – | 0.05% | 153 |
|
|
2014
Q3 | $58K | Hold |
900
| – | – | 0.05% | 161 |
|
|
2014
Q2 | $56K | Hold |
900
| – | – | 0.05% | 170 |
|
|
2014
Q1 | $53K | Buy |
+900
| New | +$50.2K | 0.05% | 174 |
|
Other funds holding LLY
VCM
VPM
Mark Sheptoff Financial Planning's LLY Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Eli Lilly (LLY) position steady in Q1 2026 at 705 shares worth $697K. The position accounts for 0.37% of the portfolio, ranked #50.
Mark Sheptoff Financial Planning first reported a position in LLY in Q1 2014 and has held it in 35 quarters since. The position peaked at $1.31M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Mark Sheptoff Financial Planning held 705 shares of Eli Lilly worth $697K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Eli Lilly share count unchanged in Q1 2026.
- Eli Lilly made up 0.37% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #50 holding.
- Mark Sheptoff Financial Planning first reported a position in Eli Lilly in Q1 2014 and has held it in 35 quarters since.
- Mark Sheptoff Financial Planning's Eli Lilly position peaked at $1.31M in Q2 2024.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.