Meritage Portfolio Management’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
1,432
-1,646
-53% -$1.28M 0.07% 184
2025
Q1
$2.54M Sell
3,078
-3,352
-52% -$2.77M 0.17% 146
2024
Q4
$4.96M Buy
6,430
+2
+0% +$1.54K 0.31% 88
2024
Q3
$5.7M Hold
6,428
0.35% 86
2024
Q2
$5.82M Buy
6,428
+3
+0% +$2.72K 0.37% 81
2024
Q1
$5M Buy
6,425
+48
+0.8% +$37.3K 0.32% 98
2023
Q4
$3.72M Buy
6,377
+1,208
+23% +$704K 0.25% 126
2023
Q3
$2.78M Buy
5,169
+69
+1% +$37.1K 0.21% 144
2023
Q2
$2.39M Buy
5,100
+50
+1% +$23.5K 0.17% 164
2023
Q1
$1.73M Hold
5,050
0.13% 166
2022
Q4
$1.85M Hold
5,050
0.14% 176
2022
Q3
$1.63M Buy
5,050
+50
+1% +$16.2K 0.14% 181
2022
Q2
$1.62M Hold
5,000
0.13% 177
2022
Q1
$1.43M Hold
5,000
0.09% 183
2021
Q4
$1.38M Sell
5,000
-222
-4% -$61.3K 0.08% 183
2021
Q3
$1.21M Hold
5,222
0.07% 188
2021
Q2
$1.2M Sell
5,222
-38
-0.7% -$8.73K 0.07% 193
2021
Q1
$983K Sell
5,260
-19,444
-79% -$3.63M 0.07% 193
2020
Q4
$4.17M Buy
24,704
+1,145
+5% +$193K 0.31% 72
2020
Q3
$3.49M Buy
23,559
+18,302
+348% +$2.71M 0.31% 77
2020
Q2
$863K Buy
5,257
+35
+0.7% +$5.75K 0.08% 165
2020
Q1
$724K Hold
5,222
0.1% 141
2019
Q4
$686K Buy
5,222
+22
+0.4% +$2.89K 0.06% 188
2019
Q3
$582K Hold
5,200
0.06% 186
2019
Q2
$576K Sell
5,200
-112
-2% -$12.4K 0.06% 173
2019
Q1
$689K Sell
5,312
-5
-0.1% -$649 0.07% 152
2018
Q4
$615K Buy
5,317
+305
+6% +$35.3K 0.07% 151
2018
Q3
$538K Sell
5,012
-12
-0.2% -$1.29K 0.05% 175
2018
Q2
$429K Buy
5,024
+23
+0.5% +$1.96K 0.04% 183
2018
Q1
$387K Hold
5,001
0.04% 181
2017
Q4
$422K Sell
5,001
-1
-0% -$84 0.04% 177
2017
Q3
$428K Hold
5,002
0.04% 176
2017
Q2
$412K Hold
5,002
0.04% 179
2017
Q1
$421K Hold
5,002
0.04% 170
2016
Q4
$368K Hold
5,002
0.04% 166
2016
Q3
$401K Hold
5,002
0.04% 165
2016
Q2
$394K Hold
5,002
0.04% 169
2016
Q1
$360K Hold
5,002
0.04% 162
2015
Q4
$421K Hold
5,002
0.05% 181
2015
Q3
$419K Sell
5,002
-475
-9% -$39.8K 0.05% 179
2015
Q2
$457K Sell
5,477
-139,379
-96% -$11.6M 0.05% 190
2015
Q1
$10.5M Sell
144,856
-22,932
-14% -$1.67M 1.06% 7
2014
Q4
$11.6M Buy
167,788
+680
+0.4% +$46.9K 1.23% 5
2014
Q3
$10.8M Hold
167,108
1.23% 5
2014
Q2
$10.4M Buy
167,108
+10,955
+7% +$681K 1.13% 6
2014
Q1
$9.19M Buy
156,153
+3,690
+2% +$217K 1.1% 8
2013
Q4
$7.78M Sell
152,463
-3,827
-2% -$195K 0.96% 11
2013
Q3
$7.87M Buy
156,290
+2,058
+1% +$104K 1.02% 10
2013
Q2
$7.58M Buy
+154,232
New +$7.58M 1.09% 10