Sowell Financial Services’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 | $9.14M | Buy |
7,621
+725
| +11% | +$741K | 0.3% | 69 |
|
|
2026
Q1 | $6.34M | Buy |
6,896
+526
| +8% | +$533K | 0.23% | 95 |
|
|
2025
Q4 | $6.85M | Sell |
6,370
-1
| -0% | -$956 | 0.25% | 81 |
|
|
2025
Q3 | $4.86M | Sell |
6,371
-24
| -0.4% | -$17.9K | 0.19% | 109 |
|
|
2025
Q2 | $4.99M | Sell |
6,395
-392
| -6% | -$305K | 0.2% | 105 |
|
|
2025
Q1 | $5.61M | Buy |
+6,787
| New | +$5.65M | 0.26% | 86 |
|
|
2024
Q4 | – | Sell |
-11,793
| Closed | -$10.4M | – | 563 |
|
|
2024
Q3 | $10.4M | Sell |
11,793
-6,290
| -35% | -$5.66M | 0.49% | 40 |
|
|
2024
Q2 | $16.4M | Buy |
18,083
+1,598
| +10% | +$1.28M | 0.78% | 21 |
|
|
2024
Q1 | $12.8M | Buy |
16,485
+4,622
| +39% | +$3.29M | 0.6% | 32 |
|
|
2023
Q4 | $6.92M | Buy |
11,863
+1,385
| +13% | +$808K | 0.37% | 67 |
|
|
2023
Q3 | $5.63M | Buy |
10,478
+116
| +1% | +$59.8K | 0.35% | 70 |
|
|
2023
Q2 | $4.86M | Buy |
10,362
+3,234
| +45% | +$1.36M | 0.27% | 91 |
|
|
2023
Q1 | $2.45M | Buy |
+7,128
| New | +$2.4M | 0.19% | 125 |
|
|
2021
Q2 | – | Sell |
-6,171
| Closed | -$1.2M | – | 1760 |
|
|
2021
Q1 | $1.2M | Buy |
6,171
+541
| +10% | +$106K | 0.04% | 358 |
|
|
2020
Q4 | $951K | Buy |
5,630
+393
| +8% | +$58.7K | 0.04% | 338 |
|
|
2020
Q3 | $775K | Sell |
5,237
-171
| -3% | -$26.5K | 0.04% | 357 |
|
|
2020
Q2 | $888K | Sell |
5,408
-1,657
| -23% | -$254K | 0.05% | 299 |
|
|
2020
Q1 | $980K | Sell |
7,065
-220
| -3% | -$30.2K | 0.07% | 255 |
|
|
2019
Q4 | $957K | Sell |
7,285
-101
| -1% | -$11.7K | 0.07% | 272 |
|
|
2019
Q3 | $826K | Buy |
+7,386
| New | +$822K | 0.07% | 285 |
|
|
2019
Q1 | $926K | Sell |
7,136
-58
| -0.8% | -$7.05K | 0.1% | 214 |
|
|
2018
Q4 | $833K | Sell |
7,194
-148
| -2% | -$16.5K | 0.12% | 188 |
|
|
2018
Q3 | $788K | Buy |
7,342
+352
| +5% | +$35.2K | 0.11% | 137 |
|
|
2018
Q2 | $716K | Buy |
6,990
+114
| +2% | +$9.36K | 0.15% | 130 |
|
|
2018
Q1 | $542K | Sell |
6,876
-339
| -5% | -$27.3K | 0.14% | 145 |
|
|
2017
Q4 | $619K | Buy |
7,215
+170
| +2% | +$14.5K | 0.15% | 132 |
|
|
2017
Q3 | $584K | Buy |
7,045
+1
| +0% | +$82 | 0.15% | 124 |
|
|
2017
Q2 | $577K | Buy |
7,044
+495
| +8% | +$40.4K | 0.16% | 121 |
|
|
2017
Q1 | $511K | Buy |
6,549
+503
| +8% | +$40.3K | 0.15% | 144 |
|
|
2016
Q4 | $476K | Buy |
+6,046
| New | +$450K | 0.16% | 122 |
|
Other funds holding LLY
Sowell Financial Services's LLY Position: Q2 2026 in Review
Sowell Financial Services increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $741K and bringing the position to 7,621 shares worth $9.14M. The position accounts for 0.3% of the portfolio, ranked #69.
Sowell Financial Services first reported a position in LLY in Q4 2016 and has held it in 30 quarters since. The position peaked at $16.4M in Q2 2024. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Sowell Financial Services held 7,621 shares of Eli Lilly worth $9.14M as of Q2 2026.
- Sowell Financial Services bought 725 Eli Lilly shares in Q2 2026, an estimated $741K.
- Eli Lilly made up 0.3% of Sowell Financial Services's portfolio in Q2 2026, its #69 holding.
- Sowell Financial Services first reported a position in Eli Lilly in Q4 2016 and has held it in 30 quarters since.
- Sowell Financial Services's Eli Lilly position peaked at $16.4M in Q2 2024.
- 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.