Tarbox Family Office’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
$509K Sell
553
-344
-38% -$349K 0.08% 64
2025
Q4
$964K Sell
897
-66
-7% -$63.1K 0.16% 44
2025
Q3
$735K Sell
963
-2
-0.2% -$1.49K 0.11% 57
2025
Q2
$752K Buy
965
+1
+0.1% +$777 0.11% 51
2025
Q1
$796K Hold
964
0.13% 48
2024
Q4
$744K Sell
964
-4
-0.4% -$3.31K 0.12% 52
2024
Q3
$858K Sell
968
-3
-0.3% -$2.7K 0.14% 42
2024
Q2
$879K Sell
971
-5
-0.5% -$4K 0.16% 40
2024
Q1
$759K Sell
976
-4
-0.4% -$2.85K 0.13% 45
2023
Q4
$571K Buy
980
+12
+1% +$7K 0.11% 49
2023
Q3
$520K Sell
968
-16
-2% -$8.24K 0.11% 54
2023
Q2
$462K Sell
984
-5
-0.5% -$2.1K 0.09% 64
2023
Q1
$340K Sell
989
-1
-0.1% -$337 0.07% 76
2022
Q4
$362K Sell
990
-9
-0.9% -$3.19K 0.08% 71
2022
Q3
$324K Hold
999
0.08% 70
2022
Q2
$324K Sell
999
-19
-2% -$5.7K 0.07% 85
2022
Q1
$292K Sell
1,018
-138
-12% -$35.5K 0.06% 76
2021
Q4
$319K Buy
1,156
+8
+0.7% +$2.03K 0.05% 100
2021
Q3
$265K Sell
1,148
-7
-0.6% -$1.73K 0.05% 119
2021
Q2
$265K Hold
1,155
0.05% 123
2021
Q1
$216K Hold
1,155
0.04% 117
2020
Q4
$195K Sell
1,155
-13
-1% -$1.94K 0.04% 121
2020
Q3
$173K Buy
1,168
+1
+0.1% +$155 0.04% 125
2020
Q2
$192K Buy
1,167
+37
+3% +$5.68K 0.05% 115
2020
Q1
$157K Buy
1,130
+75
+7% +$10.3K 0.05% 117
2019
Q4
$139K Sell
1,055
-209
-17% -$24.2K 0.04% 125
2019
Q3
$141K Hold
1,264
0.04% 105
2019
Q2
$140K Buy
1,264
+66
+6% +$7.77K 0.04% 105
2019
Q1
$155K Hold
1,198
0.06% 96
2018
Q4
$139K Sell
1,198
-463
-28% -$51.7K 0.06% 96
2018
Q3
$178K Hold
1,661
0.06% 96
2018
Q2
$142K Buy
1,661
+74
+5% +$6.08K 0.05% 102
2018
Q1
$123K Sell
1,587
-3
-0.2% -$242 0.05% 109
2017
Q4
$134K Hold
1,590
0.05% 106
2017
Q3
$136K Buy
1,590
+40
+3% +$3.28K 0.06% 97
2017
Q2
$128K Hold
1,550
0.06% 96
2017
Q1
$130K Sell
1,550
-3
-0.2% -$240 0.07% 80
2016
Q4
$114K Buy
1,553
+14
+0.9% +$1.04K 0.07% 74
2016
Q3
$124K Buy
1,539
+11
+0.7% +$880 0.08% 70
2016
Q2
$120K Hold
1,528
0.09% 68
2016
Q1
$110K Sell
1,528
-44
-3% -$3.33K 0.08% 74
2015
Q4
$132K Sell
1,572
-10
-0.6% -$830 0.11% 58
2015
Q3
$132K Buy
1,582
+1,175
+289% +$99.2K 0.12% 60
2015
Q2
$34K Sell
407
-20
-5% -$1.52K 0.03% 118
2015
Q1
$31K Hold
427
0.03% 126
2014
Q4
$29K Sell
427
-990
-70% -$66.8K 0.03% 131
2014
Q3
$92K Buy
1,417
+1,025
+261% +$64.9K 0.08% 79
2014
Q2
$24K Sell
392
-2,243
-85% -$134K 0.02% 142
2014
Q1
$155K Buy
2,635
+14
+0.5% +$781 0.14% 63
2013
Q4
$134K Buy
+2,621
New +$131K 0.11% 82

Other funds holding LLY

Tarbox Family Office's LLY Position: Q1 2026 in Review

Tarbox Family Office reduced its Eli Lilly (LLY) stake by 38% in Q1 2026, selling an estimated $349K and leaving 553 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #64.

Tarbox Family Office first reported a position in LLY in Q4 2013 and has held it in 50 quarters since. The position peaked at $964K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Tarbox Family Office held 553 shares of Eli Lilly worth $509K as of Q1 2026.
  • Tarbox Family Office sold 344 Eli Lilly shares in Q1 2026, an estimated $349K.
  • Eli Lilly made up 0.08% of Tarbox Family Office's portfolio in Q1 2026, its #64 holding.
  • Tarbox Family Office first reported a position in Eli Lilly in Q4 2013 and has held it in 50 quarters since.
  • Tarbox Family Office's Eli Lilly position peaked at $964K in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.