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Stockman Wealth Management’s Eli Lilly LLY Stock Holding History

Stockman 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 		$1.53M Sell
1,665
-55
-3% -$55.8K 0.17% 64
2025
Q4 		$1.85M Buy
1,720
+89
+5% +$85.1K 0.22% 62
2025
Q3 		$1.24M Hold
1,631
– – 0.15% 70
2025
Q2 		$1.27M Sell
1,631
-34
-2% -$26.4K 0.17% 65
2025
Q1 		$1.38M Buy
1,665
+27
+2% +$22.5K 0.2% 62
2024
Q4 		$1.26M Sell
1,638
-25
-2% -$20.7K 0.2% 61
2024
Q3 		$1.47M Sell
1,663
-705
-30% -$634K 0.23% 60
2024
Q2 		$2.14M Buy
2,368
+38
+2% +$30.4K 0.38% 53
2024
Q1 		$1.81M Buy
2,330
+76
+3% +$54.1K 0.32% 57
2023
Q4 		$1.31M Sell
2,254
-53
-2% -$30.9K 0.26% 60
2023
Q3 		$1.24M Buy
2,307
+50
+2% +$25.8K 0.27% 62
2023
Q2 		$1.06M Sell
2,257
-81
-3% -$34K 0.23% 63
2023
Q1 		$803K Sell
2,338
-59
-2% -$19.9K 0.18% 74
2022
Q4 		$877K Buy
2,397
+210
+10% +$74.5K 0.2% 74
2022
Q3 		$707K Sell
2,187
-15
-0.7% -$4.75K 0.19% 74
2022
Q2 		$714K Buy
2,202
+116
+6% +$34.8K 0.18% 76
2022
Q1 		$597K Buy
2,086
+593
+40% +$153K 0.12% 94
2021
Q4 		$412K Sell
1,493
-45
-3% -$11.4K 0.08% 135
2021
Q3 		$355K Buy
1,538
+63
+4% +$15.5K 0.08% 140
2021
Q2 		$339K Buy
1,475
+140
+10% +$28.1K 0.08% 145
2021
Q1 		$249K Sell
1,335
-315
-19% -$61.6K 0.07% 160
2020
Q4 		$279K Buy
1,650
+155
+10% +$23.1K 0.09% 142
2020
Q3 		$221K Sell
1,495
-125
-8% -$19.3K 0.08% 144
2020
Q2 		$266K Sell
1,620
-92
-5% -$14.1K 0.1% 123
2020
Q1 		$237K Buy
1,712
+26
+2% +$3.57K 0.11% 121
2019
Q4 		$222K Buy
+1,686
New +$195K 0.08% 153
2018
Q3 		– Sell
-38,697
Closed -$3.3M – 155
2018
Q2 		$3.3M Buy
38,697
+1,896
+5% +$156K 1.51% 27
2018
Q1 		$2.85M Buy
36,801
+3,480
+10% +$280K 1.3% 31
2017
Q4 		$2.81M Buy
33,321
+306
+0.9% +$26K 1.26% 32
2017
Q3 		$2.82M Buy
33,015
+29,006
+724% +$2.38M 1.35% 29
2017
Q2 		$330K Sell
4,009
-25,654
-86% -$2.09M 0.33% 79
2017
Q1 		$2.5M Buy
29,663
+2,116
+8% +$169K 1.42% 30
2016
Q4 		$2.03M Sell
27,547
-186
-0.7% -$13.9K 1.23% 35
2016
Q3 		$2.23M Buy
27,733
+1,096
+4% +$87.7K 1.38% 29
2016
Q2 		$2.1M Sell
26,637
-80
-0.3% -$6.02K 1.64% 30
2016
Q1 		$1.92M Buy
26,717
+484
+2% +$36.6K 1.53% 31
2015
Q4 		$2.21M Sell
26,233
-625
-2% -$51.9K 1.79% 18
2015
Q3 		$2.25M Buy
26,858
+318
+1% +$26.8K 1.94% 16
2015
Q2 		$2.22M Sell
26,540
-158
-0.6% -$12K 1.89% 17
2015
Q1 		$1.94M Sell
26,698
-185
-0.7% -$13.2K 1.66% 19
2014
Q4 		$1.85M Buy
+26,883
New +$1.81M 1.59% 20

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Stockman Wealth Management's LLY Position: Q1 2026 in Review

Stockman Wealth Management reduced its Eli Lilly (LLY) stake by 3.2% in Q1 2026, selling an estimated $55.8K and leaving 1,665 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #64.

Stockman Wealth Management first reported a position in LLY in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.3M in Q2 2018. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Stockman Wealth Management held 1,665 shares of Eli Lilly worth $1.53M as of Q1 2026.
  • Stockman Wealth Management sold 55 Eli Lilly shares in Q1 2026, an estimated $55.8K.
  • Eli Lilly made up 0.17% of Stockman Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Stockman Wealth Management first reported a position in Eli Lilly in Q4 2014 and has held it in 41 quarters since.
  • Stockman Wealth Management's Eli Lilly position peaked at $3.3M in Q2 2018.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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