Transamerica Financial Advisors’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
$4.66M Buy
5,061
+3,773
+293% +$3.83M 0.4% 63
2025
Q4
$1.38M Buy
1,288
+599
+87% +$573K 0.12% 160
2025
Q3
$525K Buy
689
+637
+1,225% +$474K 0.04% 232
2025
Q2
$40.3K Sell
52
-7,021
-99% -$5.46M ﹤0.01% 316
2025
Q1
$5.84M Sell
7,073
-260
-4% -$216K 0.6% 35
2024
Q4
$5.66M Sell
7,333
-202
-3% -$167K 0.56% 41
2024
Q3
$6.67M Sell
7,535
-1,760
-19% -$1.58M 0.65% 33
2024
Q2
$8.42M Hold
9,295
0.9% 19
2024
Q1
$7.23M Buy
9,295
+6,668
+254% +$4.75M 0.74% 25
2023
Q4
$1.53M Buy
2,627
+1,386
+112% +$809K 0.21% 81
2023
Q3
$667K Buy
1,241
+2
+0.2% +$1.03K 0.09% 147
2023
Q2
$581K Buy
1,239
+1,212
+4,489% +$508K 0.08% 165
2023
Q1
$9K Sell
27
-2,993
-99% -$1.01M ﹤0.01% 323
2022
Q4
$1.1M Buy
3,020
+72
+2% +$25.5K 0.16% 119
2022
Q3
$954K Buy
2,948
+360
+14% +$114K 0.14% 122
2022
Q2
$839K Buy
2,588
+2,585
+86,167% +$776K 0.12% 135
2022
Q1
$1K Hold
3
0.04% 87
2021
Q4
$1K Hold
3
0.03% 96
2021
Q3
$1K Sell
3
-1
-25% -$247 0.03% 95
2021
Q2
$1K Sell
4
-11
-73% -$2.21K 0.02% 147
2021
Q1
$3K Buy
15
+1
+7% +$196 0.07% 60
2020
Q4
$3K Hold
14
0.06% 59
2020
Q3
$2K Sell
14
-10,928
-100% -$1.69M 0.04% 105
2020
Q2
$1.8M Buy
10,942
+10,931
+99,373% +$1.68M 0.39% 52
2020
Q1
$2K Sell
11
-1
-8% -$137 0.04% 60
2019
Q4
$2K Buy
12
+2
+20% +$232 0.03% 76
2019
Q3
$2K Sell
10
-6,191
-100% -$689K 0.03% 76
2019
Q2
$687K Buy
6,201
+6,193
+77,413% +$729K 0.15% 107
2019
Q1
$1K Sell
8
-4,383
-100% -$533K 0.01% 89
2018
Q4
$509K Sell
4,391
-1,062
-19% -$119K 0.13% 103
2018
Q3
$586K Buy
5,453
+216
+4% +$21.6K 0.12% 119
2018
Q2
$447K Buy
5,237
+5,225
+43,542% +$429K 0.1% 125
2018
Q1
$1K Hold
12
﹤0.01% 405
2017
Q4
$1K Sell
12
-6
-33% -$511 ﹤0.01% 384
2017
Q3
$2K Sell
18
-10
-36% -$820 ﹤0.01% 319
2017
Q2
$3K Sell
28
-1
-3% -$82 ﹤0.01% 278
2017
Q1
$3K Sell
29
-11
-28% -$881 ﹤0.01% 272
2016
Q4
$3K Sell
40
-113
-74% -$8.41K ﹤0.01% 279
2016
Q3
$13K Sell
153
-23
-13% -$1.84K ﹤0.01% 249
2016
Q2
$14K Sell
176
-41,476
-100% -$3.12M ﹤0.01% 243
2016
Q1
$3M Buy
41,652
+2,372
+6% +$179K 0.25% 87
2015
Q4
$3.31M Buy
39,280
+1,908
+5% +$158K 0.24% 81
2015
Q3
$3.13M Sell
37,372
-19,185
-34% -$1.62M 0.25% 81
2015
Q2
$4.72M Buy
56,557
+4,171
+8% +$318K 0.34% 54
2015
Q1
$3.81M Buy
52,386
+7,090
+16% +$505K 0.27% 64
2014
Q4
$3.13M Buy
45,296
+4,622
+11% +$312K 0.25% 54
2014
Q3
$2.64M Buy
40,674
+164
+0.4% +$10.4K 0.24% 60
2014
Q2
$2.52M Buy
40,510
+3,038
+8% +$181K 0.22% 67
2014
Q1
$2.21M Buy
37,472
+3,908
+12% +$218K 0.22% 62
2013
Q4
$1.71M Buy
33,564
+5,413
+19% +$271K 0.19% 70
2013
Q3
$1.42M Buy
28,151
+6,580
+31% +$344K 0.18% 76
2013
Q2
$1.06M Buy
+21,571
New +$1.17M 0.17% 69

Other funds holding LLY

Transamerica Financial Advisors's LLY Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Eli Lilly (LLY) stake by 293% in Q1 2026, buying an estimated $3.83M and bringing the position to 5,061 shares worth $4.66M. The position accounts for 0.4% of the portfolio, ranked #63.

Transamerica Financial Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.42M in Q2 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Transamerica Financial Advisors held 5,061 shares of Eli Lilly worth $4.66M as of Q1 2026.
  • Transamerica Financial Advisors bought 3,773 Eli Lilly shares in Q1 2026, an estimated $3.83M.
  • Eli Lilly made up 0.4% of Transamerica Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • Transamerica Financial Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Transamerica Financial Advisors's Eli Lilly position peaked at $8.42M in Q2 2024.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.