Michael J. Puzo’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 | $8.11M | Buy |
8,816
+592
| +7% | +$600K | 2.36% | 21 |
|
|
2025
Q4 | $8.84M | Buy |
8,224
+665
| +9% | +$636K | 2.41% | 18 |
|
|
2025
Q3 | $5.77M | Buy |
7,559
+2,978
| +65% | +$2.22M | 1.57% | 28 |
|
|
2025
Q2 | $3.57M | Buy |
4,581
+2,039
| +80% | +$1.58M | 1.02% | 31 |
|
|
2025
Q1 | $2.1M | Buy |
2,542
+1,887
| +288% | +$1.57M | 0.6% | 34 |
|
|
2024
Q4 | $506K | Sell |
655
-125
| -16% | -$104K | 0.14% | 48 |
|
|
2024
Q3 | $691K | Sell |
780
-170
| -18% | -$153K | 0.18% | 47 |
|
|
2024
Q2 | $860K | Sell |
950
-150
| -14% | -$120K | 0.24% | 46 |
|
|
2024
Q1 | $856K | Sell |
1,100
-175
| -14% | -$125K | 0.24% | 48 |
|
|
2023
Q4 | $743K | Sell |
1,275
-200
| -14% | -$117K | 0.24% | 47 |
|
|
2023
Q3 | $792K | Sell |
1,475
-425
| -22% | -$219K | 0.27% | 50 |
|
|
2023
Q2 | $891K | Sell |
1,900
-325
| -15% | -$136K | 0.28% | 48 |
|
|
2023
Q1 | $764K | Sell |
2,225
-325
| -13% | -$110K | 0.25% | 51 |
|
|
2022
Q4 | $933K | Hold |
2,550
| – | – | 0.34% | 47 |
|
|
2022
Q3 | $825K | Hold |
2,550
| – | – | 0.31% | 49 |
|
|
2022
Q2 | $827K | Sell |
2,550
-200
| -7% | -$60K | 0.29% | 50 |
|
|
2022
Q1 | $788K | Hold |
2,750
| – | – | 0.24% | 56 |
|
|
2021
Q4 | $760K | Sell |
2,750
-162
| -6% | -$41.1K | 0.21% | 54 |
|
|
2021
Q3 | $673K | Sell |
2,912
-225
| -7% | -$55.5K | 0.21% | 53 |
|
|
2021
Q2 | $720K | Sell |
3,137
-100
| -3% | -$20.1K | 0.22% | 53 |
|
|
2021
Q1 | $605K | Sell |
3,237
-100
| -3% | -$19.6K | 0.19% | 57 |
|
|
2020
Q4 | $563K | Hold |
3,337
| – | – | 0.18% | 57 |
|
|
2020
Q3 | $494K | Sell |
3,337
-50
| -1% | -$7.74K | 0.18% | 58 |
|
|
2020
Q2 | $556K | Sell |
3,387
-100
| -3% | -$15.3K | 0.21% | 52 |
|
|
2020
Q1 | $483K | Hold |
3,487
| – | – | 0.21% | 53 |
|
|
2019
Q4 | $458K | Hold |
3,487
| – | – | 0.16% | 60 |
|
|
2019
Q3 | $390K | Sell |
3,487
-25
| -0.7% | -$2.78K | 0.15% | 65 |
|
|
2019
Q2 | $389K | Sell |
3,512
-100
| -3% | -$11.8K | 0.14% | 65 |
|
|
2019
Q1 | $469K | Sell |
3,612
-525
| -13% | -$63.8K | 0.18% | 58 |
|
|
2018
Q4 | $478K | Sell |
4,137
-856
| -17% | -$95.6K | 0.21% | 57 |
|
|
2018
Q3 | $537K | Sell |
4,993
-212
| -4% | -$21.2K | 0.2% | 58 |
|
|
2018
Q2 | $444K | Sell |
5,205
-200
| -4% | -$16.4K | 0.19% | 62 |
|
|
2018
Q1 | $418K | Sell |
5,405
-856
| -14% | -$68.9K | 0.18% | 65 |
|
|
2017
Q4 | $529K | Buy |
+6,261
| New | +$533K | 0.22% | 61 |
|
|
2014
Q1 | – | Sell |
-4,850
| Closed | -$248K | – | 75 |
|
|
2013
Q4 | $248K | Hold |
4,850
| – | – | 0.18% | 69 |
|
|
2013
Q3 | $245K | Hold |
4,850
| – | – | 0.2% | 65 |
|
|
2013
Q2 | $239K | Buy |
+4,850
| New | +$264K | 0.21% | 67 |
|
Other funds holding LLY
VCM
VPM
Michael J. Puzo's LLY Position: Q1 2026 in Review
Michael J. Puzo increased its Eli Lilly (LLY) stake by 7.2% in Q1 2026, buying an estimated $600K and bringing the position to 8,816 shares worth $8.11M. The position accounts for 2.36% of the portfolio, ranked #21.
Michael J. Puzo first reported a position in LLY in Q2 2013 and has held it in 37 quarters since. The position peaked at $8.84M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Michael J. Puzo held 8,816 shares of Eli Lilly worth $8.11M as of Q1 2026.
- Michael J. Puzo bought 592 Eli Lilly shares in Q1 2026, an estimated $600K.
- Eli Lilly made up 2.36% of Michael J. Puzo's portfolio in Q1 2026, its #21 holding.
- Michael J. Puzo first reported a position in Eli Lilly in Q2 2013 and has held it in 37 quarters since.
- Michael J. Puzo's Eli Lilly position peaked at $8.84M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.