Nelson Capital 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
Q3 | $6.69M | Sell |
5,785
-242
| -4% | -$286K | 0.69% | 22 |
|
|
2026
Q2 | $7.23M | Buy |
6,027
+1,596
| +36% | +$1.63M | 0.79% | 23 |
|
|
2026
Q1 | $4.08M | Sell |
4,431
-219
| -5% | -$222K | 0.5% | 33 |
|
|
2025
Q4 | $5M | Sell |
4,650
-47
| -1% | -$44.9K | 0.58% | 32 |
|
|
2025
Q3 | $3.58M | Buy |
4,697
+984
| +27% | +$732K | 0.43% | 43 |
|
|
2025
Q2 | $2.89M | Buy |
3,713
+47
| +1% | +$36.5K | 0.38% | 49 |
|
|
2025
Q1 | $3.03M | Buy |
3,666
+44
| +1% | +$36.6K | 0.52% | 45 |
|
|
2024
Q4 | $2.8M | Buy |
3,622
+3,296
| +1,011% | +$2.73M | 0.46% | 45 |
|
|
2024
Q3 | $289K | Hold |
326
| – | – | 0.05% | 91 |
|
|
2024
Q2 | $295K | Hold |
326
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $254K | Buy |
+326
| New | +$232K | 0.05% | 94 |
|
|
2019
Q4 | – | Sell |
-950
| Closed | -$106K | – | 208 |
|
|
2019
Q3 | $106K | Buy |
950
+100
| +12% | +$11.1K | 0.03% | 112 |
|
|
2019
Q2 | $94K | Buy |
850
+400
| +89% | +$47.1K | 0.02% | 117 |
|
|
2019
Q1 | $58K | Hold |
450
| – | – | 0.01% | 127 |
|
|
2018
Q4 | $52K | Hold |
450
| – | – | 0.01% | 127 |
|
|
2018
Q3 | $48K | Hold |
450
| – | – | 0.01% | 136 |
|
|
2018
Q2 | $38K | Hold |
450
| – | – | 0.01% | 135 |
|
|
2018
Q1 | $35K | Sell |
450
-8
| -2% | -$644 | 0.01% | 154 |
|
|
2017
Q4 | $39K | Buy |
458
+133
| +41% | +$11.3K | 0.01% | 152 |
|
|
2017
Q3 | $28K | Hold |
325
| – | – | 0.01% | 162 |
|
|
2017
Q2 | $27K | Hold |
325
| – | – | 0.01% | 165 |
|
|
2017
Q1 | $27K | Hold |
325
| – | – | 0.01% | 166 |
|
|
2016
Q4 | $24K | Hold |
325
| – | – | 0.01% | 168 |
|
|
2016
Q3 | $26K | Sell |
325
-238
| -42% | -$19K | 0.01% | 160 |
|
|
2016
Q2 | $44K | Buy |
563
+250
| +80% | +$18.8K | 0.02% | 121 |
|
|
2016
Q1 | $23K | Hold |
313
| – | – | 0.01% | 156 |
|
|
2015
Q4 | $26K | Hold |
313
| – | – | 0.01% | 146 |
|
|
2015
Q3 | $26K | Hold |
313
| – | – | 0.01% | 147 |
|
|
2015
Q2 | $26K | Sell |
313
-50
| -14% | -$3.81K | 0.01% | 166 |
|
|
2015
Q1 | $26K | Hold |
363
| – | – | 0.01% | 164 |
|
|
2014
Q4 | $25K | Hold |
363
| – | – | 0.01% | 168 |
|
|
2014
Q3 | $24K | Hold |
363
| – | – | 0.01% | 174 |
|
|
2014
Q2 | $23K | Sell |
363
-100
| -22% | -$5.97K | 0.01% | 180 |
|
|
2014
Q1 | $27K | Buy |
463
+163
| +54% | +$9.1K | 0.01% | 144 |
|
|
2013
Q4 | $15K | Hold |
300
| – | – | 0.01% | 163 |
|
|
2013
Q3 | $15K | Hold |
300
| – | – | 0.01% | 160 |
|
|
2013
Q2 | $15K | Buy |
+300
| New | +$16.3K | 0.01% | 158 |
|
Other funds holding LLY
Nelson Capital Management's LLY Position: Q3 2026 in Review
Nelson Capital Management reduced its Eli Lilly (LLY) stake by 4% in Q3 2026, selling an estimated $286K and leaving 5,785 shares worth $6.69M. The position accounts for 0.69% of the portfolio, ranked #22.
Nelson Capital Management first reported a position in LLY in Q2 2013 and has held it in 37 quarters since. The position peaked at $7.23M in Q2 2026. 2,917 funds tracked by Wall St. Rank hold LLY as of Q3 2026.
- Nelson Capital Management held 5,785 shares of Eli Lilly worth $6.69M as of Q3 2026.
- Nelson Capital Management sold 242 Eli Lilly shares in Q3 2026, an estimated $286K.
- Eli Lilly made up 0.69% of Nelson Capital Management's portfolio in Q3 2026, its #22 holding.
- Nelson Capital Management first reported a position in Eli Lilly in Q2 2013 and has held it in 37 quarters since.
- Nelson Capital Management's Eli Lilly position peaked at $7.23M in Q2 2026.
- 2,917 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.
Based on Nelson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.