Towerpoint Wealth’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 | $5.46M | Buy |
4,549
+267
| +6% | +$273K | 1.89% | 12 |
|
|
2026
Q1 | $3.94M | Sell |
4,282
-1
| -0% | -$1.01K | 1.59% | 14 |
|
|
2025
Q4 | $4.6M | Sell |
4,283
-9
| -0.2% | -$8.61K | 1.82% | 12 |
|
|
2025
Q3 | $3.27M | Buy |
4,292
+26
| +0.6% | +$19.3K | 1.34% | 20 |
|
|
2025
Q2 | $3.33M | Buy |
4,266
+3
| +0.1% | +$2.33K | 1.47% | 17 |
|
|
2025
Q1 | $3.52M | Sell |
4,263
-11
| -0.3% | -$9.15K | 1.75% | 13 |
|
|
2024
Q4 | $3.3M | Sell |
4,274
-1
| -0% | -$828 | 1.62% | 18 |
|
|
2024
Q3 | $3.79M | Sell |
4,275
-3
| -0.1% | -$2.7K | 1.79% | 16 |
|
|
2024
Q2 | $3.87M | Buy |
4,278
+14
| +0.3% | +$11.2K | 1.93% | 16 |
|
|
2024
Q1 | $3.32M | Buy |
4,264
+38
| +0.9% | +$27K | 1.67% | 17 |
|
|
2023
Q4 | $2.46M | Sell |
4,226
-11
| -0.3% | -$6.42K | 1.34% | 20 |
|
|
2023
Q3 | $2.28M | Sell |
4,237
-2
| -0% | -$1.03K | 1.35% | 20 |
|
|
2023
Q2 | $1.99M | Buy |
4,239
+22
| +0.5% | +$9.23K | 1.12% | 21 |
|
|
2023
Q1 | $1.45M | Sell |
4,217
-3,523
| -46% | -$1.19M | 0.83% | 23 |
|
|
2022
Q4 | $2.83M | Buy |
7,740
+31
| +0.4% | +$11K | 1.63% | 16 |
|
|
2022
Q3 | $2.49M | Buy |
7,709
+12
| +0.2% | +$3.8K | 1.5% | 17 |
|
|
2022
Q2 | $2.5M | Buy |
7,697
+96
| +1% | +$28.8K | 1.49% | 17 |
|
|
2022
Q1 | $2.18M | Sell |
7,601
-74
| -1% | -$19K | 1.08% | 24 |
|
|
2021
Q4 | $2.12M | Buy |
7,675
+100
| +1% | +$25.4K | 1% | 26 |
|
|
2021
Q3 | $1.75M | Sell |
7,575
-18
| -0.2% | -$4.44K | 0.87% | 25 |
|
|
2021
Q2 | $1.74M | Sell |
7,593
-96
| -1% | -$19.3K | 0.87% | 27 |
|
|
2021
Q1 | $1.44M | Buy |
7,689
+4,056
| +112% | +$793K | 0.69% | 26 |
|
|
2020
Q4 | $613K | Sell |
3,633
-79
| -2% | -$11.8K | 0.31% | 36 |
|
|
2020
Q3 | $549K | Buy |
3,712
+96
| +3% | +$14.9K | 0.31% | 35 |
|
|
2020
Q2 | $594K | Buy |
3,616
+26
| +0.7% | +$3.99K | 0.37% | 33 |
|
|
2020
Q1 | $498K | Buy |
3,590
+15
| +0.4% | +$2.06K | 0.39% | 31 |
|
|
2019
Q4 | $470K | Hold |
3,575
| – | – | 0.31% | 32 |
|
|
2019
Q3 | $400K | Hold |
3,575
| – | – | 0.27% | 32 |
|
|
2019
Q2 | $389K | Hold |
3,575
| – | – | 0.27% | 34 |
|
|
2019
Q1 | $464K | Buy |
+3,575
| New | +$435K | 0.32% | 28 |
|
Other funds holding LLY
Towerpoint Wealth's LLY Position: Q2 2026 in Review
Towerpoint Wealth increased its Eli Lilly (LLY) stake by 6.2% in Q2 2026, buying an estimated $273K and bringing the position to 4,549 shares worth $5.46M. The position accounts for 1.89% of the portfolio, ranked #12.
Towerpoint Wealth first reported a position in LLY in Q1 2019 and has held it in 30 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Towerpoint Wealth held 4,549 shares of Eli Lilly worth $5.46M as of Q2 2026.
- Towerpoint Wealth bought 267 Eli Lilly shares in Q2 2026, an estimated $273K.
- Eli Lilly made up 1.89% of Towerpoint Wealth's portfolio in Q2 2026, its #12 holding.
- Towerpoint Wealth first reported a position in Eli Lilly in Q1 2019 and has held it in 30 quarters since.
- 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.