TRUE Private Wealth 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
Q2 | $8.08M | Sell |
6,739
-159
| -2% | -$162K | 0.7% | 31 |
|
|
2026
Q1 | $6.35M | Sell |
6,898
-230
| -3% | -$233K | 0.6% | 33 |
|
|
2025
Q4 | $7.66M | Sell |
7,128
-265
| -4% | -$253K | 0.77% | 27 |
|
|
2025
Q3 | $5.64M | Buy |
7,393
+27
| +0.4% | +$20.1K | 0.58% | 33 |
|
|
2025
Q2 | $5.74M | Buy |
7,366
+497
| +7% | +$386K | 0.65% | 28 |
|
|
2025
Q1 | $5.67M | Buy |
6,869
+26
| +0.4% | +$21.6K | 0.69% | 29 |
|
|
2024
Q4 | $5.28M | Buy |
6,843
+9
| +0.1% | +$7.45K | 0.64% | 26 |
|
|
2024
Q3 | $6.06M | Sell |
6,834
-1,524
| -18% | -$1.37M | 0.72% | 25 |
|
|
2024
Q2 | $7.57M | Sell |
8,358
-627
| -7% | -$502K | 0.86% | 20 |
|
|
2024
Q1 | $6.99M | Sell |
8,985
-103
| -1% | -$73.3K | 0.8% | 22 |
|
|
2023
Q4 | $5.3M | Buy |
9,088
+32
| +0.4% | +$18.7K | 0.67% | 27 |
|
|
2023
Q3 | $4.86M | Sell |
9,056
-562
| -6% | -$290K | 0.68% | 29 |
|
|
2023
Q2 | $4.51M | Sell |
9,618
-1,400
| -13% | -$587K | 0.67% | 25 |
|
|
2023
Q1 | $3.78M | Sell |
11,018
-811
| -7% | -$274K | 0.56% | 31 |
|
|
2022
Q4 | $4.33M | Sell |
11,829
-79
| -0.7% | -$28K | 0.67% | 24 |
|
|
2022
Q3 | $3.85M | Buy |
11,908
+155
| +1% | +$49.1K | 0.58% | 24 |
|
|
2022
Q2 | $3.81M | Buy |
11,753
+670
| +6% | +$201K | 0.55% | 26 |
|
|
2022
Q1 | $3.27M | Buy |
11,083
+16
| +0.1% | +$4.12K | 0.46% | 39 |
|
|
2021
Q4 | $3.06M | Buy |
11,067
+15
| +0.1% | +$3.8K | 0.44% | 45 |
|
|
2021
Q3 | $2.55M | Sell |
11,052
-1,163
| -10% | -$287K | 0.37% | 54 |
|
|
2021
Q2 | $2.8M | Sell |
12,215
-29
| -0.2% | -$5.83K | 0.42% | 47 |
|
|
2021
Q1 | $2.29M | Sell |
12,244
-1,253
| -9% | -$245K | 0.37% | 47 |
|
|
2020
Q4 | $2.28M | Sell |
13,497
-84
| -0.6% | -$12.5K | 0.38% | 44 |
|
|
2020
Q3 | $2.01M | Buy |
13,581
+43
| +0.3% | +$6.66K | 0.34% | 48 |
|
|
2020
Q2 | $2.22M | Sell |
13,538
-3,048
| -18% | -$468K | 0.41% | 46 |
|
|
2020
Q1 | $2.3M | Buy |
16,586
+1,444
| +10% | +$198K | 0.49% | 37 |
|
|
2019
Q4 | $1.99M | Sell |
15,142
-2,000
| -12% | -$232K | 0.31% | 48 |
|
|
2019
Q3 | $1.92M | Hold |
17,142
| – | – | 0.33% | 47 |
|
|
2019
Q2 | $1.9M | Sell |
17,142
-16
| -0.1% | -$1.88K | 0.32% | 44 |
|
|
2019
Q1 | $2.23M | Sell |
17,158
-225
| -1% | -$27.4K | 0.42% | 39 |
|
|
2018
Q4 | $2.01M | Sell |
17,383
-10
| -0.1% | -$1.12K | 0.35% | 54 |
|
|
2018
Q3 | $1.87M | Buy |
17,393
+48
| +0.3% | +$4.8K | 0.26% | 69 |
|
|
2018
Q2 | $1.48M | Sell |
17,345
-223
| -1% | -$18.3K | 0.23% | 76 |
|
|
2018
Q1 | $1.36M | Sell |
17,568
-5,760
| -25% | -$464K | 0.23% | 66 |
|
|
2017
Q4 | $1.97M | Sell |
23,328
-394
| -2% | -$33.5K | 0.34% | 49 |
|
|
2017
Q3 | $2.03M | Buy |
23,722
+8,616
| +57% | +$707K | 0.46% | 38 |
|
|
2017
Q2 | $1.24M | Buy |
+15,106
| New | +$1.23M | 0.29% | 48 |
|
Other funds holding LLY
TRUE Private Wealth Advisors's LLY Position: Q2 2026 in Review
TRUE Private Wealth Advisors reduced its Eli Lilly (LLY) stake by 2.3% in Q2 2026, selling an estimated $162K and leaving 6,739 shares worth $8.08M. The position accounts for 0.7% of the portfolio, ranked #31.
TRUE Private Wealth Advisors first reported a position in LLY in Q2 2017 and has held it in 37 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- TRUE Private Wealth Advisors held 6,739 shares of Eli Lilly worth $8.08M as of Q2 2026.
- TRUE Private Wealth Advisors sold 159 Eli Lilly shares in Q2 2026, an estimated $162K.
- Eli Lilly made up 0.7% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #31 holding.
- TRUE Private Wealth Advisors first reported a position in Eli Lilly in Q2 2017 and has held it in 37 quarters since.
- 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.