Rothschild Investment LLC’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 | $18.9M | Buy |
15,725
+5,312
| +51% | +$5.43M | 0.71% | 31 |
|
|
2026
Q1 | $9.58M | Buy |
10,413
+123
| +1% | +$125K | 0.5% | 49 |
|
|
2025
Q4 | $11.1M | Buy |
10,290
+165
| +2% | +$158K | 0.61% | 41 |
|
|
2025
Q3 | $7.73M | Sell |
10,125
-482
| -5% | -$359K | 0.44% | 57 |
|
|
2025
Q2 | $8.27M | Buy |
10,607
+215
| +2% | +$167K | 0.52% | 52 |
|
|
2025
Q1 | $8.58M | Buy |
10,392
+533
| +5% | +$444K | 0.57% | 45 |
|
|
2024
Q4 | $7.61M | Buy |
9,859
+557
| +6% | +$461K | 0.5% | 53 |
|
|
2024
Q3 | $8.24M | Sell |
9,302
-135
| -1% | -$121K | 0.54% | 48 |
|
|
2024
Q2 | $8.54M | Buy |
9,437
+391
| +4% | +$313K | 0.59% | 40 |
|
|
2024
Q1 | $7.04M | Buy |
9,046
+256
| +3% | +$182K | 0.51% | 54 |
|
|
2023
Q4 | $5.12M | Buy |
8,790
+24
| +0.3% | +$14K | 0.43% | 62 |
|
|
2023
Q3 | $4.71M | Buy |
8,766
+171
| +2% | +$88.1K | 0.4% | 69 |
|
|
2023
Q2 | $4.03M | Buy |
8,595
+285
| +3% | +$120K | 0.34% | 78 |
|
|
2023
Q1 | $2.85M | Sell |
8,310
-229
| -3% | -$77.2K | 0.25% | 99 |
|
|
2022
Q4 | $3.12M | Sell |
8,539
-292
| -3% | -$104K | 0.29% | 89 |
|
|
2022
Q3 | $2.86M | Sell |
8,831
-3,438
| -28% | -$1.09M | 0.28% | 96 |
|
|
2022
Q2 | $3.98M | Sell |
12,269
-569
| -4% | -$171K | 0.37% | 76 |
|
|
2022
Q1 | $3.68M | Sell |
12,838
-9
| -0.1% | -$2.32K | 0.29% | 94 |
|
|
2021
Q4 | $3.55M | Sell |
12,847
-922
| -7% | -$234K | 0.28% | 91 |
|
|
2021
Q3 | $3.18M | Sell |
13,769
-936
| -6% | -$231K | 0.27% | 95 |
|
|
2021
Q2 | $3.38M | Sell |
14,705
-1,139
| -7% | -$229K | 0.27% | 97 |
|
|
2021
Q1 | $2.96M | Sell |
15,844
-3
| -0% | -$587 | 0.26% | 99 |
|
|
2020
Q4 | $2.68M | Buy |
15,847
+706
| +5% | +$105K | 0.26% | 100 |
|
|
2020
Q3 | $2.24M | Buy |
15,141
+1,135
| +8% | +$176K | 0.24% | 96 |
|
|
2020
Q2 | $2.3M | Sell |
14,006
-118
| -0.8% | -$18.1K | 0.28% | 91 |
|
|
2020
Q1 | $1.96M | Sell |
14,124
-76
| -0.5% | -$10.4K | 0.26% | 103 |
|
|
2019
Q4 | $1.87M | Sell |
14,200
-785
| -5% | -$91K | 0.19% | 129 |
|
|
2019
Q3 | $1.68M | Sell |
14,985
-9
| -0.1% | -$1K | 0.2% | 122 |
|
|
2019
Q2 | $1.66M | Sell |
14,994
-820
| -5% | -$96.6K | 0.2% | 123 |
|
|
2019
Q1 | $2.05M | Sell |
15,814
-399
| -2% | -$48.5K | 0.24% | 111 |
|
|
2018
Q4 | $1.88M | Buy |
16,213
+8
| +0% | +$894 | 0.25% | 109 |
|
|
2018
Q3 | $1.74M | Sell |
16,205
-19
| -0.1% | -$1.9K | 0.21% | 120 |
|
|
2018
Q2 | $1.38M | Sell |
16,224
-229
| -1% | -$18.8K | 0.17% | 132 |
|
|
2018
Q1 | $1.27M | Sell |
16,453
-9,693
| -37% | -$780K | 0.16% | 137 |
|
|
2017
Q4 | $2.21M | Sell |
26,146
-349
| -1% | -$29.7K | 0.24% | 101 |
|
|
2017
Q3 | $2.27M | Sell |
26,495
-430
| -2% | -$35.3K | 0.26% | 92 |
|
|
2017
Q2 | $2.22M | Sell |
26,925
-151
| -0.6% | -$12.3K | 0.25% | 98 |
|
|
2017
Q1 | $2.28M | Sell |
27,076
-9,473
| -26% | -$759K | 0.27% | 87 |
|
|
2016
Q4 | $2.69M | Buy |
36,549
+11,138
| +44% | +$829K | 0.32% | 80 |
|
|
2016
Q3 | $2.04M | Sell |
25,411
-459
| -2% | -$36.7K | 0.25% | 107 |
|
|
2016
Q2 | $2.04M | Sell |
25,870
-58
| -0.2% | -$4.37K | 0.26% | 102 |
|
|
2016
Q1 | $1.87M | Sell |
25,928
-6,880
| -21% | -$521K | 0.24% | 109 |
|
|
2015
Q4 | $2.76M | Sell |
32,808
-758
| -2% | -$62.9K | 0.35% | 74 |
|
|
2015
Q3 | $2.81M | Sell |
33,566
-15
| -0% | -$1.27K | 0.37% | 70 |
|
|
2015
Q2 | $2.8M | Sell |
33,581
-412
| -1% | -$31.4K | 0.33% | 77 |
|
|
2015
Q1 | $2.47M | Sell |
33,993
-3,450
| -9% | -$246K | 0.29% | 91 |
|
|
2014
Q4 | $2.58M | Buy |
37,443
+485
| +1% | +$32.7K | 0.31% | 82 |
|
|
2014
Q3 | $2.4M | Buy |
36,958
+215
| +0.6% | +$13.6K | 0.29% | 82 |
|
|
2014
Q2 | $2.28M | Sell |
36,743
-50
| -0.1% | -$2.98K | 0.29% | 86 |
|
|
2014
Q1 | $2.17M | Sell |
36,793
-550
| -1% | -$30.7K | 0.29% | 84 |
|
|
2013
Q4 | $1.9M | Sell |
37,343
-2,750
| -7% | -$138K | 0.26% | 94 |
|
|
2013
Q3 | $2.02M | Sell |
40,093
-1,498
| -4% | -$78.4K | 0.3% | 79 |
|
|
2013
Q2 | $2.04M | Buy |
+41,591
| New | +$2.26M | 0.33% | 75 |
|
Other funds holding LLY
Rothschild Investment LLC's LLY Position: Q2 2026 in Review
Rothschild Investment LLC increased its Eli Lilly (LLY) stake by 51% in Q2 2026, buying an estimated $5.43M and bringing the position to 15,725 shares worth $18.9M. The position accounts for 0.71% of the portfolio, ranked #31.
Rothschild Investment LLC first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Rothschild Investment LLC held 15,725 shares of Eli Lilly worth $18.9M as of Q2 2026.
- Rothschild Investment LLC bought 5,312 Eli Lilly shares in Q2 2026, an estimated $5.43M.
- Eli Lilly made up 0.71% of Rothschild Investment LLC's portfolio in Q2 2026, its #31 holding.
- Rothschild Investment LLC first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
- 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.