River Wealth 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 | $11.1M | Sell |
12,056
-610
| -5% | -$618K | 1.27% | 24 |
|
|
2025
Q4 | $13.6M | Buy |
12,666
+350
| +3% | +$335K | 1.53% | 18 |
|
|
2025
Q3 | $9.4M | Buy |
12,316
+1,213
| +11% | +$903K | 1.1% | 24 |
|
|
2025
Q2 | $8.66M | Buy |
11,103
+1,148
| +12% | +$892K | 1.08% | 24 |
|
|
2025
Q1 | $8.22M | Buy |
9,955
+392
| +4% | +$326K | 1.14% | 22 |
|
|
2024
Q4 | $7.38M | Buy |
9,563
+1,269
| +15% | +$1.05M | 0.98% | 26 |
|
|
2024
Q3 | $7.35M | Buy |
8,294
+714
| +9% | +$642K | 0.98% | 26 |
|
|
2024
Q2 | $6.86M | Buy |
7,580
+2,003
| +36% | +$1.6M | 0.98% | 27 |
|
|
2024
Q1 | $4.34M | Buy |
5,577
+3,859
| +225% | +$2.75M | 0.63% | 43 |
|
|
2023
Q4 | $1M | Buy |
1,718
+835
| +95% | +$487K | 0.16% | 109 |
|
|
2023
Q3 | $474K | Buy |
883
+6
| +0.7% | +$3.09K | 0.08% | 141 |
|
|
2023
Q2 | $411K | Buy |
877
+1
| +0.1% | +$419 | 0.07% | 158 |
|
|
2023
Q1 | $301K | Buy |
876
+129
| +17% | +$43.5K | 0.05% | 175 |
|
|
2022
Q4 | $273K | Buy |
+747
| New | +$265K | 0.05% | 183 |
|
|
2019
Q1 | – | Sell |
-599
| Closed | -$69K | – | 344 |
|
|
2018
Q4 | $69K | Sell |
599
-574
| -49% | -$64.1K | 0.03% | 214 |
|
|
2018
Q3 | $126K | Sell |
1,173
-362
| -24% | -$36.2K | 0.05% | 190 |
|
|
2018
Q2 | $131K | Buy |
+1,535
| New | +$126K | 0.05% | 184 |
|
|
2018
Q1 | – | Sell |
-2,599
| Closed | -$220K | – | 165 |
|
|
2017
Q4 | $220K | Sell |
2,599
-530
| -17% | -$45.1K | 0.09% | 156 |
|
|
2017
Q3 | $268K | Sell |
3,129
-176
| -5% | -$14.4K | 0.12% | 138 |
|
|
2017
Q2 | $272K | Buy |
3,305
+279
| +9% | +$22.8K | 0.13% | 139 |
|
|
2017
Q1 | $255K | Sell |
3,026
-593
| -16% | -$47.5K | 0.12% | 140 |
|
|
2016
Q4 | $266K | Sell |
3,619
-171
| -5% | -$12.7K | 0.13% | 138 |
|
|
2016
Q3 | $304K | Sell |
3,790
-266
| -7% | -$21.3K | 0.17% | 129 |
|
|
2016
Q2 | $319K | Buy |
4,056
+4
| +0.1% | +$301 | 0.18% | 130 |
|
|
2016
Q1 | $292K | Buy |
4,052
+611
| +18% | +$46.2K | 0.17% | 132 |
|
|
2015
Q4 | $290K | Sell |
3,441
-217
| -6% | -$18K | 0.18% | 129 |
|
|
2015
Q3 | $306K | Buy |
3,658
+186
| +5% | +$15.7K | 0.21% | 116 |
|
|
2015
Q2 | $290K | Sell |
3,472
-158
| -4% | -$12K | 0.18% | 119 |
|
|
2015
Q1 | $264K | Buy |
+3,630
| New | +$258K | 0.16% | 129 |
|
Other funds holding LLY
VCM
VPM
River Wealth Advisors's LLY Position: Q1 2026 in Review
River Wealth Advisors reduced its Eli Lilly (LLY) stake by 4.8% in Q1 2026, selling an estimated $618K and leaving 12,056 shares worth $11.1M. The position accounts for 1.27% of the portfolio, ranked #24.
River Wealth Advisors first reported a position in LLY in Q1 2015 and has held it in 29 quarters since. The position peaked at $13.6M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- River Wealth Advisors held 12,056 shares of Eli Lilly worth $11.1M as of Q1 2026.
- River Wealth Advisors sold 610 Eli Lilly shares in Q1 2026, an estimated $618K.
- Eli Lilly made up 1.27% of River Wealth Advisors's portfolio in Q1 2026, its #24 holding.
- River Wealth Advisors first reported a position in Eli Lilly in Q1 2015 and has held it in 29 quarters since.
- River Wealth Advisors's Eli Lilly position peaked at $13.6M in Q4 2025.
- 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.