McKinley Carter Wealth Services’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 | $5.92M | Sell |
6,435
-771
| -11% | -$782K | 0.34% | 73 |
|
|
2025
Q4 | $7.74M | Buy |
7,206
+1,096
| +18% | +$1.05M | 0.43% | 58 |
|
|
2025
Q3 | $4.66M | Sell |
6,110
-70
| -1% | -$52.1K | 0.24% | 76 |
|
|
2025
Q2 | $4.82M | Sell |
6,180
-36
| -0.6% | -$28K | 0.27% | 72 |
|
|
2025
Q1 | $5.13M | Sell |
6,216
-43
| -0.7% | -$35.8K | 0.32% | 62 |
|
|
2024
Q4 | $4.83M | Buy |
6,259
+89
| +1% | +$73.7K | 0.3% | 72 |
|
|
2024
Q3 | $5.47M | Buy |
6,170
+1
| +0% | +$899 | 0.33% | 65 |
|
|
2024
Q2 | $5.58M | Sell |
6,169
-3
| -0% | -$2.4K | 0.36% | 62 |
|
|
2024
Q1 | $4.8M | Sell |
6,172
-1,391
| -18% | -$990K | 0.32% | 70 |
|
|
2023
Q4 | $4.41M | Sell |
7,563
-217
| -3% | -$127K | 0.32% | 68 |
|
|
2023
Q3 | $4.18M | Buy |
7,780
+7
| +0.1% | +$3.61K | 0.33% | 60 |
|
|
2023
Q2 | $3.65M | Buy |
7,773
+60
| +0.8% | +$25.2K | 0.27% | 69 |
|
|
2023
Q1 | $2.65M | Sell |
7,713
-5,487
| -42% | -$1.85M | 0.21% | 85 |
|
|
2022
Q4 | $4.83M | Sell |
13,200
-199
| -1% | -$70.6K | 0.41% | 53 |
|
|
2022
Q3 | $4.33M | Buy |
13,399
+202
| +2% | +$64K | 0.4% | 54 |
|
|
2022
Q2 | $4.28M | Sell |
13,197
-1
| -0% | -$300 | 0.38% | 61 |
|
|
2022
Q1 | $3.78M | Buy |
13,198
+11,150
| +544% | +$2.87M | 0.3% | 67 |
|
|
2021
Q4 | $566K | Buy |
2,048
+2
| +0.1% | +$507 | 0.04% | 182 |
|
|
2021
Q3 | $473K | Buy |
2,046
+175
| +9% | +$43.2K | 0.04% | 190 |
|
|
2021
Q2 | $429K | Sell |
1,871
-6
| -0.3% | -$1.21K | 0.04% | 203 |
|
|
2021
Q1 | $351K | Buy |
1,877
+644
| +52% | +$126K | 0.03% | 224 |
|
|
2020
Q4 | $208K | Buy |
+1,233
| New | +$184K | 0.03% | 250 |
|
|
2019
Q2 | – | Sell |
-1,667
| Closed | -$216K | – | 155 |
|
|
2019
Q1 | $216K | Buy |
+1,667
| New | +$203K | 0.06% | 143 |
|
|
2018
Q2 | – | Sell |
-1,983
| Closed | -$153K | – | 283 |
|
|
2018
Q1 | $153K | Buy |
+1,983
| New | +$160K | 0.05% | 177 |
|
|
2016
Q3 | – | Sell |
-2,581
| Closed | -$203K | – | 125 |
|
|
2016
Q2 | $203K | Sell |
2,581
-529
| -17% | -$39.8K | 0.11% | 121 |
|
|
2016
Q1 | $224K | Hold |
3,110
| – | – | 0.12% | 117 |
|
|
2015
Q4 | $262K | Sell |
3,110
-331
| -10% | -$27.5K | 0.15% | 96 |
|
|
2015
Q3 | $288K | Sell |
3,441
-576
| -14% | -$48.6K | 0.18% | 87 |
|
|
2015
Q2 | $335K | Buy |
4,017
+713
| +22% | +$54.3K | 0.18% | 97 |
|
|
2015
Q1 | $240K | Buy |
+3,304
| New | +$235K | 0.15% | 100 |
|
|
2014
Q1 | – | Sell |
-7,674
| Closed | -$391K | – | 115 |
|
|
2013
Q4 | $391K | Sell |
7,674
-10,277
| -57% | -$515K | 0.38% | 71 |
|
|
2013
Q3 | $903K | Buy |
17,951
+1,126
| +7% | +$58.9K | 1.07% | 30 |
|
|
2013
Q2 | $826K | Buy |
+16,825
| New | +$915K | 1.25% | 29 |
|
Other funds holding LLY
VCM
VPM
McKinley Carter Wealth Services's LLY Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its Eli Lilly (LLY) stake by 11% in Q1 2026, selling an estimated $782K and leaving 6,435 shares worth $5.92M. The position accounts for 0.34% of the portfolio, ranked #73.
McKinley Carter Wealth Services first reported a position in LLY in Q2 2013 and has held it in 33 quarters since. The position peaked at $7.74M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- McKinley Carter Wealth Services held 6,435 shares of Eli Lilly worth $5.92M as of Q1 2026.
- McKinley Carter Wealth Services sold 771 Eli Lilly shares in Q1 2026, an estimated $782K.
- Eli Lilly made up 0.34% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #73 holding.
- McKinley Carter Wealth Services first reported a position in Eli Lilly in Q2 2013 and has held it in 33 quarters since.
- McKinley Carter Wealth Services's Eli Lilly position peaked at $7.74M in Q4 2025.
- 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.