Sunbelt Securities’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 | $1.95M | Buy |
2,119
+184
| +10% | +$187K | 0.12% | 148 |
|
|
2025
Q4 | $2.08M | Sell |
1,935
-115
| -6% | -$110K | 0.14% | 128 |
|
|
2025
Q3 | $1.56M | Sell |
2,050
-313
| -13% | -$233K | 0.11% | 162 |
|
|
2025
Q2 | $1.82M | Buy |
2,363
+563
| +31% | +$437K | 0.16% | 118 |
|
|
2025
Q1 | $1.49M | Sell |
1,800
-563
| -24% | -$468K | 0.13% | 131 |
|
|
2024
Q4 | $1.83M | Sell |
2,363
-3,090
| -57% | -$2.56M | 0.16% | 118 |
|
|
2024
Q3 | $4.83M | Buy |
5,453
+477
| +10% | +$429K | 0.47% | 48 |
|
|
2024
Q2 | $4.5M | Sell |
4,976
-599
| -11% | -$479K | 0.46% | 49 |
|
|
2024
Q1 | $4.34M | Buy |
5,575
+3,303
| +145% | +$2.35M | 0.48% | 50 |
|
|
2023
Q4 | $1.32M | Sell |
2,272
-8
| -0.4% | -$4.67K | 0.17% | 141 |
|
|
2023
Q3 | $1.22M | Sell |
2,280
-6
| -0.3% | -$3.09K | 0.17% | 139 |
|
|
2023
Q2 | $1.07M | Buy |
2,286
+2
| +0.1% | +$839 | 0.15% | 147 |
|
|
2023
Q1 | $778K | Buy |
2,284
+21
| +0.9% | +$7.08K | 0.13% | 177 |
|
|
2022
Q4 | $828K | Sell |
2,263
-135
| -6% | -$47.9K | 0.16% | 159 |
|
|
2022
Q3 | $775K | Buy |
2,398
+225
| +10% | +$71.3K | 0.16% | 156 |
|
|
2022
Q2 | $705K | Buy |
2,173
+1,003
| +86% | +$301K | 0.15% | 176 |
|
|
2022
Q1 | $339K | Sell |
1,170
-22
| -2% | -$5.66K | 0.06% | 331 |
|
|
2021
Q4 | $286K | Sell |
1,192
-11
| -0.9% | -$2.79K | 0.05% | 378 |
|
|
2021
Q3 | $280K | Hold |
1,203
| – | – | 0.05% | 361 |
|
|
2021
Q2 | $280K | Sell |
1,203
-304
| -20% | -$61.1K | 0.05% | 361 |
|
|
2021
Q1 | $282K | Buy |
1,507
+46
| +3% | +$9K | 0.06% | 346 |
|
|
2020
Q4 | $247K | Sell |
1,461
-31
| -2% | -$4.63K | 0.05% | 336 |
|
|
2020
Q3 | $221K | Hold |
1,492
| – | – | 0.06% | 298 |
|
|
2020
Q2 | $245K | Hold |
1,492
| – | – | 0.08% | 251 |
|
|
2020
Q1 | $207K | Sell |
1,492
-12,541
| -89% | -$1.72M | 0.01% | 343 |
|
|
2019
Q4 | $1.84M | Sell |
14,033
-54
| -0.4% | -$6.26K | 0.19% | 114 |
|
|
2019
Q3 | $1.57M | Buy |
+14,087
| New | +$1.57M | 0.18% | 123 |
|
|
2017
Q2 | – | Sell |
-3,721
| Closed | -$313K | – | 89 |
|
|
2017
Q1 | $313K | Buy |
3,721
+17
| +0.5% | +$1.36K | 0.47% | 59 |
|
|
2016
Q4 | $272K | Buy |
3,704
+46
| +1% | +$3.43K | 0.41% | 64 |
|
|
2016
Q3 | $294K | Buy |
3,658
+17
| +0.5% | +$1.36K | 0.35% | 67 |
|
|
2016
Q2 | $287K | Buy |
3,641
+202
| +6% | +$15.2K | 0.38% | 67 |
|
|
2016
Q1 | $248K | Sell |
3,439
-167
| -5% | -$12.6K | 0.36% | 70 |
|
|
2015
Q4 | $304K | Sell |
3,606
-321
| -8% | -$26.6K | 0.43% | 53 |
|
|
2015
Q3 | $329K | Buy |
3,927
+926
| +31% | +$78.2K | 0.45% | 53 |
|
|
2015
Q2 | $251K | Hold |
3,001
| – | – | 0.35% | 71 |
|
|
2015
Q1 | $218K | Sell |
3,001
-510
| -15% | -$36.3K | 0.32% | 83 |
|
|
2014
Q4 | $242K | Buy |
+3,511
| New | +$237K | 0.32% | 74 |
|
Other funds holding LLY
VCM
VPM
Sunbelt Securities's LLY Position: Q1 2026 in Review
Sunbelt Securities increased its Eli Lilly (LLY) stake by 9.5% in Q1 2026, buying an estimated $187K and bringing the position to 2,119 shares worth $1.95M. The position accounts for 0.12% of the portfolio, ranked #148.
Sunbelt Securities first reported a position in LLY in Q4 2014 and has held it in 37 quarters since. The position peaked at $4.83M in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Sunbelt Securities held 2,119 shares of Eli Lilly worth $1.95M as of Q1 2026.
- Sunbelt Securities bought 184 Eli Lilly shares in Q1 2026, an estimated $187K.
- Eli Lilly made up 0.12% of Sunbelt Securities's portfolio in Q1 2026, its #148 holding.
- Sunbelt Securities first reported a position in Eli Lilly in Q4 2014 and has held it in 37 quarters since.
- Sunbelt Securities's Eli Lilly position peaked at $4.83M in Q3 2024.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.