Principle Wealth Partners’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
Q2 | $14.3M | Sell |
11,921
-253
| -2% | -$258K | 0.71% | 30 |
|
|
2026
Q1 | $11.2M | Sell |
12,174
-500
| -4% | -$507K | 0.64% | 35 |
|
|
2025
Q4 | $13.6M | Buy |
12,674
+5,872
| +86% | +$5.61M | 0.77% | 27 |
|
|
2025
Q3 | $5.19M | Buy |
6,802
+47
| +0.7% | +$35K | 0.3% | 68 |
|
|
2025
Q2 | $5.27M | Buy |
6,755
+139
| +2% | +$108K | 0.33% | 66 |
|
|
2025
Q1 | $5.47M | Buy |
6,616
+73
| +1% | +$60.7K | 0.39% | 61 |
|
|
2024
Q4 | $5.05M | Sell |
6,543
-34
| -0.5% | -$28.2K | 0.35% | 63 |
|
|
2024
Q3 | $5.83M | Sell |
6,577
-36
| -0.5% | -$32.4K | 0.41% | 56 |
|
|
2024
Q2 | $5.99M | Buy |
6,613
+104
| +2% | +$83.2K | 0.46% | 51 |
|
|
2024
Q1 | $5.06M | Buy |
6,509
+87
| +1% | +$61.9K | 0.4% | 64 |
|
|
2023
Q4 | $3.74M | Buy |
6,422
+620
| +11% | +$362K | 0.32% | 78 |
|
|
2023
Q3 | $3.12M | Buy |
5,802
+161
| +3% | +$83K | 0.31% | 77 |
|
|
2023
Q2 | $2.65M | Buy |
5,641
+39
| +0.7% | +$16.4K | 0.27% | 85 |
|
|
2023
Q1 | $1.92M | Buy |
5,602
+2,205
| +65% | +$744K | 0.21% | 99 |
|
|
2022
Q4 | $1.24M | Buy |
3,397
+150
| +5% | +$53.2K | 0.14% | 115 |
|
|
2022
Q3 | $1.05M | Hold |
3,247
| – | – | 0.1% | 115 |
|
|
2022
Q2 | $1.05M | Hold |
3,247
| – | – | 0.13% | 125 |
|
|
2022
Q1 | $930K | Hold |
3,247
| – | – | 0.1% | 145 |
|
|
2021
Q4 | $897K | Buy |
3,247
+2
| +0.1% | +$507 | 0.09% | 145 |
|
|
2021
Q3 | $750K | Hold |
3,245
| – | – | 0.09% | 155 |
|
|
2021
Q2 | $745K | Sell |
3,245
-1,200
| -27% | -$241K | 0.08% | 155 |
|
|
2021
Q1 | $830K | Hold |
4,445
| – | – | 0.1% | 139 |
|
|
2020
Q4 | $750K | Buy |
4,445
+2,520
| +131% | +$376K | 0.1% | 140 |
|
|
2020
Q3 | $285K | Hold |
1,925
| – | – | 0.08% | 126 |
|
|
2020
Q2 | $316K | Hold |
1,925
| – | – | 0.09% | 112 |
|
|
2020
Q1 | $267K | Hold |
1,925
| – | – | 0.1% | 115 |
|
|
2019
Q4 | $253K | Sell |
1,925
-535
| -22% | -$62K | 0.08% | 145 |
|
|
2019
Q3 | $275K | Buy |
+2,460
| New | +$274K | 0.1% | 133 |
|
|
2019
Q2 | – | Sell |
-1,735
| Closed | -$225K | – | 142 |
|
|
2019
Q1 | $225K | Sell |
1,735
-225
| -11% | -$27.4K | 0.13% | 117 |
|
|
2018
Q4 | $227K | Buy |
+1,960
| New | +$219K | 0.19% | 100 |
|
Other funds holding LLY
Principle Wealth Partners's LLY Position: Q2 2026 in Review
Principle Wealth Partners reduced its Eli Lilly (LLY) stake by 2.1% in Q2 2026, selling an estimated $258K and leaving 11,921 shares worth $14.3M. The position accounts for 0.71% of the portfolio, ranked #30.
Principle Wealth Partners first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Principle Wealth Partners held 11,921 shares of Eli Lilly worth $14.3M as of Q2 2026.
- Principle Wealth Partners sold 253 Eli Lilly shares in Q2 2026, an estimated $258K.
- Eli Lilly made up 0.71% of Principle Wealth Partners's portfolio in Q2 2026, its #30 holding.
- Principle Wealth Partners first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
- 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.