Shepherd Financial 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
Q1 | $8.92M | Sell |
9,699
-128
| -1% | -$130K | 0.85% | 33 |
|
|
2025
Q4 | $10.6M | Buy |
9,827
+67
| +0.7% | +$64.1K | 0.98% | 28 |
|
|
2025
Q3 | $7.45M | Buy |
9,760
+31
| +0.3% | +$23.1K | 0.71% | 36 |
|
|
2025
Q2 | $7.58M | Buy |
9,729
+222
| +2% | +$173K | 0.8% | 33 |
|
|
2025
Q1 | $7.85M | Buy |
9,507
+350
| +4% | +$291K | 0.92% | 29 |
|
|
2024
Q4 | $7.07M | Sell |
9,157
-2,005
| -18% | -$1.66M | 0.85% | 21 |
|
|
2024
Q3 | $9.89M | Buy |
11,162
+230
| +2% | +$207K | 1.19% | 14 |
|
|
2024
Q2 | $9.9M | Buy |
10,932
+39
| +0.4% | +$31.2K | 1.28% | 14 |
|
|
2024
Q1 | $8.47M | Sell |
10,893
-227
| -2% | -$162K | 1.11% | 16 |
|
|
2023
Q4 | $6.48M | Sell |
11,120
-59
| -0.5% | -$34.4K | 0.92% | 19 |
|
|
2023
Q3 | $6M | Sell |
11,179
-164
| -1% | -$84.5K | 0.94% | 21 |
|
|
2023
Q2 | $5.32M | Buy |
11,343
+306
| +3% | +$128K | 0.83% | 22 |
|
|
2023
Q1 | $3.79M | Buy |
11,037
+50
| +0.5% | +$16.9K | 0.63% | 28 |
|
|
2022
Q4 | $4.02M | Sell |
10,987
-26
| -0.2% | -$9.22K | 0.73% | 23 |
|
|
2022
Q3 | $3.56M | Sell |
11,013
-1,925
| -15% | -$610K | 0.69% | 26 |
|
|
2022
Q2 | $4.2M | Sell |
12,938
-951
| -7% | -$285K | 0.82% | 23 |
|
|
2022
Q1 | $3.98M | Buy |
13,889
+334
| +2% | +$86K | 0.71% | 21 |
|
|
2021
Q4 | $3.74M | Buy |
13,555
+6,400
| +89% | +$1.62M | 0.65% | 28 |
|
|
2021
Q3 | $1.65M | Sell |
7,155
-42
| -0.6% | -$10.4K | 0.32% | 63 |
|
|
2021
Q2 | $1.65M | Buy |
7,197
+500
| +7% | +$100K | 0.31% | 64 |
|
|
2021
Q1 | $1.25M | Buy |
6,697
+378
| +6% | +$73.9K | 0.28% | 73 |
|
|
2020
Q4 | $1.07M | Buy |
6,319
+267
| +4% | +$39.9K | 0.24% | 76 |
|
|
2020
Q3 | $896K | Sell |
6,052
-51
| -0.8% | -$7.89K | 0.21% | 79 |
|
|
2020
Q2 | $1M | Sell |
6,103
-57
| -0.9% | -$8.75K | 0.27% | 62 |
|
|
2020
Q1 | $856K | Buy |
6,160
+245
| +4% | +$33.7K | 0.3% | 54 |
|
|
2019
Q4 | $778K | Buy |
5,915
+107
| +2% | +$12.4K | 0.18% | 79 |
|
|
2019
Q3 | $646K | Sell |
5,808
-658
| -10% | -$73.3K | 0.16% | 82 |
|
|
2019
Q2 | $716K | Sell |
6,466
-369
| -5% | -$43.5K | 0.13% | 77 |
|
|
2019
Q1 | $887K | Sell |
6,835
-1,279
| -16% | -$156K | 0.17% | 65 |
|
|
2018
Q4 | $938K | Sell |
8,114
-1,609
| -17% | -$180K | 0.2% | 58 |
|
|
2018
Q3 | $827K | Hold |
9,723
| – | – | 0.19% | 69 |
|
|
2018
Q2 | $831K | Sell |
9,723
-379
| -4% | -$31.1K | 0.19% | 69 |
|
|
2018
Q1 | $782K | Sell |
10,102
-258
| -2% | -$20.8K | 0.19% | 59 |
|
|
2017
Q4 | $874K | Sell |
10,360
-3
| -0% | -$255 | 0.21% | 61 |
|
|
2017
Q3 | $899K | Sell |
10,363
-1,909
| -16% | -$157K | 0.21% | 59 |
|
|
2017
Q2 | $1.01M | Sell |
12,272
-2,900
| -19% | -$237K | 0.25% | 55 |
|
|
2017
Q1 | $1.3M | Sell |
15,172
-3,593
| -19% | -$288K | 0.34% | 50 |
|
|
2016
Q4 | $1.4M | Buy |
+18,765
| New | +$1.4M | 0.4% | 47 |
|
Other funds holding LLY
VCM
VPM
Shepherd Financial Partners's LLY Position: Q1 2026 in Review
Shepherd Financial Partners reduced its Eli Lilly (LLY) stake by 1.3% in Q1 2026, selling an estimated $130K and leaving 9,699 shares worth $8.92M. The position accounts for 0.85% of the portfolio, ranked #33.
Shepherd Financial Partners first reported a position in LLY in Q4 2016 and has held it in 38 quarters since. The position peaked at $10.6M in Q4 2025. 4,356 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Shepherd Financial Partners held 9,699 shares of Eli Lilly worth $8.92M as of Q1 2026.
- Shepherd Financial Partners sold 128 Eli Lilly shares in Q1 2026, an estimated $130K.
- Eli Lilly made up 0.85% of Shepherd Financial Partners's portfolio in Q1 2026, its #33 holding.
- Shepherd Financial Partners first reported a position in Eli Lilly in Q4 2016 and has held it in 38 quarters since.
- Shepherd Financial Partners's Eli Lilly position peaked at $10.6M in Q4 2025.
- 4,356 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.