ProVise Management Group’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 | $1.3M | Sell |
1,409
-8
| -0.6% | -$8.11K | 0.09% | 125 |
|
|
2025
Q4 | $1.52M | Buy |
1,417
+420
| +42% | +$402K | 0.11% | 115 |
|
|
2025
Q3 | $761K | Buy |
997
+23
| +2% | +$17.1K | 0.06% | 146 |
|
|
2025
Q2 | $759K | Buy |
974
+6
| +0.6% | +$4.66K | 0.06% | 144 |
|
|
2025
Q1 | $799K | Sell |
968
-124
| -11% | -$103K | 0.07% | 140 |
|
|
2024
Q4 | $843K | Buy |
1,092
+2
| +0.2% | +$1.66K | 0.07% | 137 |
|
|
2024
Q3 | $966K | Buy |
1,090
+43
| +4% | +$38.7K | 0.08% | 153 |
|
|
2024
Q2 | $948K | Sell |
1,047
-103
| -9% | -$82.4K | 0.08% | 148 |
|
|
2024
Q1 | $895K | Sell |
1,150
-338
| -23% | -$241K | 0.08% | 150 |
|
|
2023
Q4 | $867K | Buy |
1,488
+70
| +5% | +$40.9K | 0.07% | 182 |
|
|
2023
Q3 | $762K | Sell |
1,418
-2,363
| -62% | -$1.22M | 0.07% | 190 |
|
|
2023
Q2 | $1.77M | Buy |
3,781
+2,458
| +186% | +$1.03M | 0.16% | 133 |
|
|
2023
Q1 | $455K | Sell |
1,323
-283
| -18% | -$95.4K | 0.04% | 235 |
|
|
2022
Q4 | $588K | Buy |
1,606
+881
| +122% | +$312K | 0.06% | 196 |
|
|
2022
Q3 | $235K | Sell |
725
-91
| -11% | -$28.8K | 0.03% | 275 |
|
|
2022
Q2 | $265K | Sell |
816
-40
| -5% | -$12K | 0.03% | 276 |
|
|
2022
Q1 | $245K | Buy |
856
+78
| +10% | +$20.1K | 0.02% | 319 |
|
|
2021
Q4 | $215K | Buy |
+778
| New | +$197K | 0.02% | 362 |
|
|
2021
Q3 | – | Sell |
-999
| Closed | -$229K | – | 395 |
|
|
2021
Q2 | $229K | Buy |
+999
| New | +$201K | 0.02% | 352 |
|
|
2020
Q4 | – | Sell |
-2,744
| Closed | -$406K | – | 347 |
|
|
2020
Q3 | $406K | Buy |
2,744
+922
| +51% | +$143K | 0.05% | 208 |
|
|
2020
Q2 | $299K | Buy |
+1,822
| New | +$280K | 0.04% | 230 |
|
|
2019
Q1 | – | Sell |
-4,062
| Closed | -$470K | – | 313 |
|
|
2018
Q4 | $470K | Hold |
4,062
| – | – | 0.07% | 199 |
|
|
2018
Q3 | $436K | Hold |
4,062
| – | – | 0.06% | 227 |
|
|
2018
Q2 | $347 | Sell |
4,062
-200
| -5% | -$16.4K | 0.03% | 253 |
|
|
2018
Q1 | $330K | Hold |
4,262
| – | – | 0.05% | 237 |
|
|
2017
Q4 | $360K | Hold |
4,262
| – | – | 0.05% | 241 |
|
|
2017
Q3 | $364K | Sell |
4,262
-200
| -4% | -$16.4K | 0.05% | 239 |
|
|
2017
Q2 | $367K | Buy |
+4,462
| New | +$364K | 0.06% | 245 |
|
|
2016
Q4 | – | Sell |
-2,750
| Closed | -$221K | – | 338 |
|
|
2016
Q3 | $221K | Buy |
+2,750
| New | +$220K | 0.04% | 299 |
|
|
2015
Q4 | – | Sell |
-4,577
| Closed | -$383K | – | 297 |
|
|
2015
Q3 | $383K | Buy |
4,577
+1,500
| +49% | +$127K | 0.09% | 188 |
|
|
2015
Q2 | $256K | Hold |
3,077
| – | – | 0.05% | 255 |
|
|
2015
Q1 | $224K | Hold |
3,077
| – | – | 0.05% | 276 |
|
|
2014
Q4 | $212K | Sell |
3,077
-45
| -1% | -$3.04K | 0.05% | 272 |
|
|
2014
Q3 | $203K | Sell |
3,122
-400
| -11% | -$25.3K | 0.04% | 283 |
|
|
2014
Q2 | $219K | Hold |
3,522
| – | – | 0.05% | 285 |
|
|
2014
Q1 | $207K | Buy |
+3,522
| New | +$197K | 0.05% | 281 |
|
Other funds holding LLY
VCM
VPM
ProVise Management Group's LLY Position: Q1 2026 in Review
ProVise Management Group reduced its Eli Lilly (LLY) stake by 0.56% in Q1 2026, selling an estimated $8.11K and leaving 1,409 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #125.
ProVise Management Group first reported a position in LLY in Q1 2014 and has held it in 36 quarters since. The position peaked at $1.77M in Q2 2023. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- ProVise Management Group held 1,409 shares of Eli Lilly worth $1.3M as of Q1 2026.
- ProVise Management Group sold 8 Eli Lilly shares in Q1 2026, an estimated $8.11K.
- Eli Lilly made up 0.09% of ProVise Management Group's portfolio in Q1 2026, its #125 holding.
- ProVise Management Group first reported a position in Eli Lilly in Q1 2014 and has held it in 36 quarters since.
- ProVise Management Group's Eli Lilly position peaked at $1.77M in Q2 2023.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.