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Smith Salley Wealth Management’s Eli Lilly LLY Stock Holding History

Smith Salley Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.3M Sell
20,967
-7
-0% -$7.1K 0.97% 32
2025
Q4 		$22.5M Buy
20,974
+1,519
+8% +$1.45M 1.12% 26
2025
Q3 		$14.8M Buy
19,455
+17,754
+1,044% +$13.2M 0.76% 39
2025
Q2 		$1.33M Buy
1,701
+67
+4% +$52.1K 0.08% 132
2025
Q1 		$1.35M Buy
1,634
+29
+2% +$24.1K 0.09% 124
2024
Q4 		$1.24M Sell
1,605
-26
-2% -$21.5K 0.08% 136
2024
Q3 		$1.45M Buy
1,631
+72
+5% +$64.7K 0.09% 119
2024
Q2 		$1.41M Buy
1,559
+267
+21% +$214K 0.1% 116
2024
Q1 		$1.01M Sell
1,292
-1,887
-59% -$1.34M 0.08% 128
2023
Q4 		$1.85M Buy
3,179
+26
+0.8% +$15.2K 0.12% 112
2023
Q3 		$1.69M Sell
3,153
-87
-3% -$44.8K 0.13% 107
2023
Q2 		$1.52M Sell
3,240
-757
-19% -$317K 0.11% 114
2023
Q1 		$1.37M Sell
3,997
-77
-2% -$26K 0.11% 115
2022
Q4 		$1.49M Buy
4,074
+1
+0% +$355 0.13% 112
2022
Q3 		$1.32M Buy
4,073
+31
+0.8% +$9.82K 0.12% 115
2022
Q2 		$1.31M Sell
4,042
-102
-2% -$30.6K 0.11% 120
2022
Q1 		$1.19M Sell
4,144
-392
-9% -$101K 0.09% 134
2021
Q4 		$1.25M Sell
4,536
-227
-5% -$57.5K 0.09% 135
2021
Q3 		$1.1M Sell
4,763
-85
-2% -$21K 0.09% 136
2021
Q2 		$1.11M Sell
4,848
-96
-2% -$19.3K 0.09% 134
2021
Q1 		$924K Buy
4,944
+811
+20% +$159K 0.08% 132
2020
Q4 		$698K Sell
4,133
-37
-0.9% -$5.52K 0.07% 135
2020
Q3 		$617K Sell
4,170
-49
-1% -$7.58K 0.07% 117
2020
Q2 		$693K Sell
4,219
-183
-4% -$28.1K 0.09% 112
2020
Q1 		$611K Buy
4,402
+204
+5% +$28K 0.1% 112
2019
Q4 		$551K Buy
4,198
+220
+6% +$25.5K 0.07% 121
2019
Q3 		$445K Sell
3,978
-371
-9% -$41.3K 0.06% 132
2019
Q2 		$482K Hold
4,349
– – 0.07% 125
2019
Q1 		$564K Sell
4,349
-39
-0.9% -$4.74K 0.09% 115
2018
Q4 		$508K Hold
4,388
– – 0.09% 111
2018
Q3 		$471K Sell
4,388
-1,054
-19% -$105K 0.07% 123
2018
Q2 		$465K Buy
5,442
+19
+0.4% +$1.56K 0.08% 119
2018
Q1 		$420K Sell
5,423
-661
-11% -$53.2K 0.08% 118
2017
Q4 		$513K Sell
6,084
-530
-8% -$45.1K 0.09% 117
2017
Q3 		$566K Sell
6,614
-410
-6% -$33.6K 0.11% 110
2017
Q2 		$578K Sell
7,024
-23
-0.3% -$1.88K 0.12% 111
2017
Q1 		$593K Sell
7,047
-35
-0.5% -$2.8K 0.12% 107
2016
Q4 		$520K Sell
7,082
-270
-4% -$20.1K 0.11% 109
2016
Q3 		$590K Sell
7,352
-689
-9% -$55.1K 0.13% 105
2016
Q2 		$634K Sell
8,041
-1,183
-13% -$89.1K 0.15% 106
2016
Q1 		$664K Sell
9,224
-243
-3% -$18.4K 0.17% 103
2015
Q4 		$798K Sell
9,467
-250
-3% -$20.7K 0.2% 101
2015
Q3 		$812K Sell
9,717
-100
-1% -$8.44K 0.22% 97
2015
Q2 		$819K Sell
9,817
-421
-4% -$32.1K 0.21% 102
2015
Q1 		$744K Sell
10,238
-9,657
-49% -$688K 0.19% 109
2014
Q4 		$1.37M Sell
19,895
-1,513
-7% -$102K 0.36% 80
2014
Q3 		$1.39M Buy
21,408
+6,162
+40% +$390K 0.37% 86
2014
Q2 		$949K Buy
+15,246
New +$910K 0.25% 104

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Smith Salley Wealth Management's LLY Position: Q1 2026 in Review

Smith Salley Wealth Management reduced its Eli Lilly (LLY) stake by 0.03% in Q1 2026, selling an estimated $7.1K and leaving 20,967 shares worth $19.3M. The position accounts for 0.97% of the portfolio, ranked #32.

Smith Salley Wealth Management first reported a position in LLY in Q2 2014 and has held it in 48 quarters since. The position peaked at $22.5M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Smith Salley Wealth Management held 20,967 shares of Eli Lilly worth $19.3M as of Q1 2026.
  • Smith Salley Wealth Management sold 7 Eli Lilly shares in Q1 2026, an estimated $7.1K.
  • Eli Lilly made up 0.97% of Smith Salley Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Smith Salley Wealth Management first reported a position in Eli Lilly in Q2 2014 and has held it in 48 quarters since.
  • Smith Salley Wealth Management's Eli Lilly position peaked at $22.5M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.