Richard Bernstein Advisors’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 | $4.89M | Sell |
5,317
-661
| -11% | -$670K | 0.14% | 27 |
|
|
2025
Q4 | $6.42M | Sell |
5,978
-670
| -10% | -$641K | 0.19% | 28 |
|
|
2025
Q3 | $5.07M | Sell |
6,648
-8,397
| -56% | -$6.25M | 0.14% | 33 |
|
|
2025
Q2 | $11.7M | Sell |
15,045
-706
| -4% | -$549K | 0.29% | 32 |
|
|
2025
Q1 | $13M | Sell |
15,751
-699
| -4% | -$582K | 0.31% | 32 |
|
|
2024
Q4 | $12.7M | Hold |
16,450
| – | – | 0.29% | 38 |
|
|
2024
Q3 | $14.6M | Hold |
16,450
| – | – | 0.31% | 36 |
|
|
2024
Q2 | $14.9M | Sell |
16,450
-532
| -3% | -$426K | 0.33% | 39 |
|
|
2024
Q1 | $13.2M | Sell |
16,982
-1
| -0% | -$712 | 0.28% | 39 |
|
|
2023
Q4 | $9.9M | Sell |
16,983
-2,170
| -11% | -$1.27M | 0.22% | 41 |
|
|
2023
Q3 | $10.3M | Sell |
19,153
-1,500
| -7% | -$773K | 0.23% | 42 |
|
|
2023
Q2 | $9.69M | Sell |
20,653
-4,388
| -18% | -$1.84M | 0.2% | 37 |
|
|
2023
Q1 | $8.6M | Hold |
25,041
| – | – | 0.18% | 43 |
|
|
2022
Q4 | $9.16M | Hold |
25,041
| – | – | 0.2% | 45 |
|
|
2022
Q3 | $8.1M | Sell |
25,041
-2,311
| -8% | -$732K | 0.2% | 47 |
|
|
2022
Q2 | $8.87M | Hold |
27,352
| – | – | 0.19% | 54 |
|
|
2022
Q1 | $7.83M | Hold |
27,352
| – | – | 0.15% | 67 |
|
|
2021
Q4 | $7.56M | Hold |
27,352
| – | – | 0.15% | 66 |
|
|
2021
Q3 | $6.32M | Buy |
27,352
+1,568
| +6% | +$387K | 0.13% | 73 |
|
|
2021
Q2 | $5.92M | Hold |
25,784
| – | – | 0.12% | 70 |
|
|
2021
Q1 | $4.82M | Hold |
25,784
| – | – | 0.11% | 86 |
|
|
2020
Q4 | $4.35M | Hold |
25,784
| – | – | 0.11% | 104 |
|
|
2020
Q3 | $3.82M | Hold |
25,784
| – | – | 0.11% | 99 |
|
|
2020
Q2 | $4.23M | Sell |
25,784
-8,809
| -25% | -$1.35M | 0.13% | 78 |
|
|
2020
Q1 | $4.8M | Sell |
34,593
-5,754
| -14% | -$791K | 0.17% | 65 |
|
|
2019
Q4 | $5.3M | Hold |
40,347
| – | – | 0.17% | 82 |
|
|
2019
Q3 | $4.51M | Hold |
40,347
| – | – | 0.15% | 103 |
|
|
2019
Q2 | $4.47M | Hold |
40,347
| – | – | 0.15% | 99 |
|
|
2019
Q1 | $5.24M | Hold |
40,347
| – | – | 0.17% | 96 |
|
|
2018
Q4 | $4.67M | Hold |
40,347
| – | – | 0.17% | 101 |
|
|
2018
Q3 | $4.33M | Buy |
+40,347
| New | +$4.03M | 0.12% | 168 |
|
|
2016
Q1 | – | Sell |
-38,696
| Closed | -$3.26M | – | 264 |
|
|
2015
Q4 | $3.26M | Hold |
38,696
| – | – | 0.42% | 87 |
|
|
2015
Q3 | $3.24M | Hold |
38,696
| – | – | 0.44% | 85 |
|
|
2015
Q2 | $3.23M | Buy |
38,696
+8,471
| +28% | +$645K | 0.39% | 103 |
|
|
2015
Q1 | $2.2M | Hold |
30,225
| – | – | 0.29% | 102 |
|
|
2014
Q4 | $2.08M | Hold |
30,225
| – | – | 0.22% | 140 |
|
|
2014
Q3 | $1.96M | Hold |
30,225
| – | – | 0.21% | 145 |
|
|
2014
Q2 | $1.88M | Hold |
30,225
| – | – | 0.22% | 145 |
|
|
2014
Q1 | $1.78M | Hold |
30,225
| – | – | 0.25% | 116 |
|
|
2013
Q4 | $1.54M | Buy |
30,225
+4,042
| +15% | +$202K | 0.31% | 116 |
|
|
2013
Q3 | $1.32M | Hold |
26,183
| – | – | 0.39% | 92 |
|
|
2013
Q2 | $1.29M | Buy |
+26,183
| New | +$1.42M | 0.42% | 75 |
|
Other funds holding LLY
Richard Bernstein Advisors's LLY Position: Q1 2026 in Review
Richard Bernstein Advisors reduced its Eli Lilly (LLY) stake by 11% in Q1 2026, selling an estimated $670K and leaving 5,317 shares worth $4.89M. The position accounts for 0.14% of the portfolio, ranked #27.
Richard Bernstein Advisors first reported a position in LLY in Q2 2013 and has held it in 42 quarters since. The position peaked at $14.9M in Q2 2024. 4,379 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Richard Bernstein Advisors held 5,317 shares of Eli Lilly worth $4.89M as of Q1 2026.
- Richard Bernstein Advisors sold 661 Eli Lilly shares in Q1 2026, an estimated $670K.
- Eli Lilly made up 0.14% of Richard Bernstein Advisors's portfolio in Q1 2026, its #27 holding.
- Richard Bernstein Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 42 quarters since.
- Richard Bernstein Advisors's Eli Lilly position peaked at $14.9M in Q2 2024.
- 4,379 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.