Tower View Wealth Management’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 | $8.89M | Sell |
9,670
-542
| -5% | -$549K | 4.57% | 4 |
|
|
2025
Q4 | $11M | Buy |
10,212
+2
| +0% | +$1.91K | 5.43% | 2 |
|
|
2025
Q3 | $7.79M | Buy |
10,210
+112
| +1% | +$83.3K | 4.03% | 5 |
|
|
2025
Q2 | $7.87M | Buy |
10,098
+42
| +0.4% | +$32.6K | 4.08% | 4 |
|
|
2025
Q1 | $8.31M | Sell |
10,056
-59
| -0.6% | -$49.1K | 4.84% | 1 |
|
|
2024
Q4 | $7.81M | Buy |
10,115
+65
| +0.6% | +$53.8K | 4.13% | 2 |
|
|
2024
Q3 | $8.9M | Sell |
10,050
-28
| -0.3% | -$25.2K | 4.87% | 1 |
|
|
2024
Q2 | $9.12M | Sell |
10,078
-22
| -0.2% | -$17.6K | 5.24% | 1 |
|
|
2024
Q1 | $7.86M | Sell |
10,100
-1,693
| -14% | -$1.2M | 4.6% | 1 |
|
|
2023
Q4 | $6.87M | Sell |
11,793
-386
| -3% | -$225K | 4.26% | 1 |
|
|
2023
Q3 | $6.54M | Sell |
12,179
-1,903
| -14% | -$981K | 4.59% | 1 |
|
|
2023
Q2 | $6.6M | Sell |
14,082
-1,306
| -8% | -$548K | 4.48% | 1 |
|
|
2023
Q1 | $5.28M | Sell |
15,388
-83
| -0.5% | -$28K | 3.55% | 4 |
|
|
2022
Q4 | $5.66M | Sell |
15,471
-777
| -5% | -$275K | 3.93% | 1 |
|
|
2022
Q3 | $5.25M | Buy |
16,248
+71
| +0.4% | +$22.5K | 4% | 1 |
|
|
2022
Q2 | $5.25M | Sell |
16,177
-379
| -2% | -$114K | 3.85% | 3 |
|
|
2022
Q1 | $4.74M | Buy |
16,556
+238
| +1% | +$61.3K | 2.55% | 10 |
|
|
2021
Q4 | $4.51M | Buy |
16,318
+180
| +1% | +$45.6K | 2.3% | 11 |
|
|
2021
Q3 | $3.73M | Sell |
16,138
-2,474
| -13% | -$611K | 2.07% | 20 |
|
|
2021
Q2 | $4.27M | Sell |
18,612
-1,638
| -8% | -$329K | 2.16% | 17 |
|
|
2021
Q1 | $3.78M | Sell |
20,250
-3,722
| -16% | -$728K | 2.07% | 19 |
|
|
2020
Q4 | $4.05M | Sell |
23,972
-1,978
| -8% | -$295K | 2.3% | 12 |
|
|
2020
Q3 | $3.84M | Buy |
25,950
+622
| +2% | +$96.3K | 2.5% | 10 |
|
|
2020
Q2 | $4.16M | Sell |
25,328
-248
| -1% | -$38.1K | 3.04% | 1 |
|
|
2020
Q1 | $3.55M | Buy |
25,576
+443
| +2% | +$60.9K | 3.2% | 5 |
|
|
2019
Q4 | $3.3M | Buy |
25,133
+327
| +1% | +$37.9K | 2.5% | 9 |
|
|
2019
Q3 | $2.77M | Buy |
24,806
+260
| +1% | +$28.9K | 2.29% | 15 |
|
|
2019
Q2 | $2.72M | Buy |
24,546
+486
| +2% | +$57.2K | 2.32% | 15 |
|
|
2019
Q1 | $3.12M | Buy |
24,060
+23,903
| +15,225% | +$2.91M | 2.77% | 6 |
|
|
2018
Q4 | $18K | Hold |
157
| – | – | 0.02% | 103 |
|
|
2018
Q3 | $17K | Buy |
157
+1
| +0.6% | +$100 | 0.01% | 116 |
|
|
2018
Q2 | $13K | Buy |
156
+1
| +0.6% | +$82 | 0.01% | 115 |
|
|
2018
Q1 | $12K | Buy |
155
+1
| +0.6% | +$81 | 0.01% | 116 |
|
|
2017
Q4 | $13K | Buy |
+154
| New | +$13.1K | 0.01% | 118 |
|
Other funds holding LLY
VCM
VPM
Tower View Wealth Management's LLY Position: Q1 2026 in Review
Tower View Wealth Management reduced its Eli Lilly (LLY) stake by 5.3% in Q1 2026, selling an estimated $549K and leaving 9,670 shares worth $8.89M. The position accounts for 4.57% of the portfolio, ranked #4.
Tower View Wealth Management first reported a position in LLY in Q4 2017 and has held it in 34 quarters since. The position peaked at $11M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Tower View Wealth Management held 9,670 shares of Eli Lilly worth $8.89M as of Q1 2026.
- Tower View Wealth Management sold 542 Eli Lilly shares in Q1 2026, an estimated $549K.
- Eli Lilly made up 4.57% of Tower View Wealth Management's portfolio in Q1 2026, its #4 holding.
- Tower View Wealth Management first reported a position in Eli Lilly in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Eli Lilly position peaked at $11M in Q4 2025.
- 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.