United Capital 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 | $55.7M | Buy |
60,590
+264
| +0.4% | +$268K | 0.34% | 55 |
|
|
2025
Q4 | $64.8M | Buy |
60,326
+3,262
| +6% | +$3.12M | 0.39% | 47 |
|
|
2025
Q3 | $43.5M | Buy |
57,064
+3,942
| +7% | +$2.93M | 0.31% | 67 |
|
|
2025
Q2 | $41.4M | Buy |
53,122
+2,794
| +6% | +$2.17M | 0.33% | 68 |
|
|
2025
Q1 | $41.6M | Buy |
50,328
+5,603
| +13% | +$4.66M | 0.36% | 59 |
|
|
2024
Q4 | $34.5M | Buy |
44,725
+117
| +0.3% | +$96.9K | 0.29% | 76 |
|
|
2024
Q3 | $39.5M | Buy |
44,608
+4,076
| +10% | +$3.66M | 0.33% | 68 |
|
|
2024
Q2 | $36.7M | Sell |
40,532
-84
| -0.2% | -$67.2K | 0.32% | 65 |
|
|
2024
Q1 | $31.6M | Buy |
40,616
+1,873
| +5% | +$1.33M | 0.26% | 87 |
|
|
2023
Q4 | $22.6M | Buy |
38,743
+11,680
| +43% | +$6.82M | 0.19% | 114 |
|
|
2023
Q3 | $14.5M | Sell |
27,063
-1,977
| -7% | -$1.02M | 0.1% | 182 |
|
|
2023
Q2 | $13.6M | Sell |
29,040
-4,130
| -12% | -$1.73M | 0.07% | 203 |
|
|
2023
Q1 | $11.4M | Sell |
33,170
-10,656
| -24% | -$3.59M | 0.06% | 221 |
|
|
2022
Q4 | $16M | Sell |
43,826
-3,602
| -8% | -$1.28M | 0.09% | 192 |
|
|
2022
Q3 | $15.3M | Sell |
47,428
-4,460
| -9% | -$1.41M | 0.09% | 192 |
|
|
2022
Q2 | $16.8M | Sell |
51,888
-122
| -0.2% | -$36.6K | 0.09% | 192 |
|
|
2022
Q1 | $14.9M | Sell |
52,010
-10,631
| -17% | -$2.74M | 0.07% | 221 |
|
|
2021
Q4 | $17.3M | Buy |
62,641
+1,132
| +2% | +$287K | 0.08% | 217 |
|
|
2021
Q3 | $14.2M | Sell |
61,509
-425
| -0.7% | -$105K | 0.07% | 232 |
|
|
2021
Q2 | $14.2M | Buy |
61,934
+11,629
| +23% | +$2.34M | 0.07% | 234 |
|
|
2021
Q1 | $9.4M | Sell |
50,305
-44
| -0.1% | -$8.61K | 0.05% | 269 |
|
|
2020
Q4 | $8.5M | Buy |
50,349
+1,852
| +4% | +$277K | 0.05% | 274 |
|
|
2020
Q3 | $7.18M | Sell |
48,497
-1,123
| -2% | -$174K | 0.05% | 282 |
|
|
2020
Q2 | $8.15M | Sell |
49,620
-2,140
| -4% | -$328K | 0.06% | 285 |
|
|
2020
Q1 | $7.18M | Sell |
51,760
-11,720
| -18% | -$1.61M | 0.06% | 282 |
|
|
2019
Q4 | $8.34M | Buy |
63,480
+14,191
| +29% | +$1.64M | 0.05% | 330 |
|
|
2019
Q3 | $5.51M | Sell |
49,289
-28,031
| -36% | -$3.12M | 0.04% | 384 |
|
|
2019
Q2 | $8.57M | Sell |
77,320
-8,191
| -10% | -$965K | 0.06% | 320 |
|
|
2019
Q1 | $11.1M | Buy |
85,511
+1,142
| +1% | +$139K | 0.08% | 278 |
|
|
2018
Q4 | $9.76M | Buy |
84,369
+22,625
| +37% | +$2.53M | 0.08% | 259 |
|
|
2018
Q3 | $6.63M | Sell |
61,744
-454
| -0.7% | -$45.4K | 0.05% | 382 |
|
|
2018
Q2 | $5.31M | Sell |
62,198
-2,985
| -5% | -$245K | 0.04% | 409 |
|
|
2018
Q1 | $5.04M | Buy |
65,183
+1,819
| +3% | +$146K | 0.04% | 412 |
|
|
2017
Q4 | $5.35M | Sell |
63,364
-2,268
| -3% | -$193K | 0.04% | 397 |
|
|
2017
Q3 | $5.61M | Sell |
65,632
-4,919
| -7% | -$403K | 0.05% | 371 |
|
|
2017
Q2 | $5.81M | Buy |
70,551
+423
| +0.6% | +$34.5K | 0.05% | 357 |
|
|
2017
Q1 | $5.9M | Sell |
70,128
-3,058
| -4% | -$245K | 0.06% | 344 |
|
|
2016
Q4 | $5.38M | Sell |
73,186
-96,228
| -57% | -$7.17M | 0.05% | 358 |
|
|
2016
Q3 | $13.6M | Buy |
169,414
+17,528
| +12% | +$1.4M | 0.13% | 178 |
|
|
2016
Q2 | $12M | Sell |
151,886
-534
| -0.4% | -$40.2K | 0.12% | 179 |
|
|
2016
Q1 | $11M | Buy |
152,420
+2,800
| +2% | +$212K | 0.12% | 180 |
|
|
2015
Q4 | $12.6M | Sell |
149,620
-7,447
| -5% | -$618K | 0.15% | 154 |
|
|
2015
Q3 | $13.1M | Sell |
157,067
-3,352
| -2% | -$283K | 0.16% | 140 |
|
|
2015
Q2 | $13.4M | Buy |
160,419
+11,744
| +8% | +$895K | 0.16% | 153 |
|
|
2015
Q1 | $10.7M | Buy |
148,675
+114,338
| +333% | +$8.14M | 0.13% | 197 |
|
|
2014
Q4 | $2.37M | Buy |
34,337
+3,810
| +12% | +$257K | 0.04% | 427 |
|
|
2014
Q3 | $1.98M | Buy |
30,527
+753
| +3% | +$47.7K | 0.03% | 441 |
|
|
2014
Q2 | $1.85M | Buy |
29,774
+2,444
| +9% | +$146K | 0.03% | 431 |
|
|
2014
Q1 | $1.61M | Buy |
27,330
+12,644
| +86% | +$706K | 0.03% | 395 |
|
|
2013
Q4 | $749K | Sell |
14,686
-99,747
| -87% | -$4.99M | 0.03% | 372 |
|
|
2013
Q3 | $5.76M | Sell |
114,433
-13,343
| -10% | -$699K | 0.18% | 122 |
|
|
2013
Q2 | $6.28M | Buy |
+127,776
| New | +$6.95M | 0.17% | 156 |
|
Other funds holding LLY
VCM
VPM
United Capital Financial Advisors's LLY Position: Q1 2026 in Review
United Capital Financial Advisors increased its Eli Lilly (LLY) stake by 0.44% in Q1 2026, buying an estimated $268K and bringing the position to 60,590 shares worth $55.7M. The position accounts for 0.34% of the portfolio, ranked #55.
United Capital Financial Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.8M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- United Capital Financial Advisors held 60,590 shares of Eli Lilly worth $55.7M as of Q1 2026.
- United Capital Financial Advisors bought 264 Eli Lilly shares in Q1 2026, an estimated $268K.
- Eli Lilly made up 0.34% of United Capital Financial Advisors's portfolio in Q1 2026, its #55 holding.
- United Capital Financial Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Eli Lilly position peaked at $64.8M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.