Valmark Advisers’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 | $7.01M | Buy |
5,846
+72
| +1% | +$73.6K | 0.07% | 125 |
|
|
2026
Q1 | $5.31M | Buy |
5,774
+179
| +3% | +$181K | 0.06% | 132 |
|
|
2025
Q4 | $6.01M | Sell |
5,595
-192
| -3% | -$184K | 0.07% | 115 |
|
|
2025
Q3 | $4.42M | Buy |
5,787
+363
| +7% | +$270K | 0.06% | 137 |
|
|
2025
Q2 | $4.23M | Sell |
5,424
-336
| -6% | -$261K | 0.06% | 129 |
|
|
2025
Q1 | $4.76M | Sell |
5,760
-132
| -2% | -$110K | 0.07% | 109 |
|
|
2024
Q4 | $4.55M | Sell |
5,892
-88
| -1% | -$72.9K | 0.07% | 116 |
|
|
2024
Q3 | $5.3M | Buy |
5,980
+244
| +4% | +$219K | 0.08% | 97 |
|
|
2024
Q2 | $5.19M | Buy |
5,736
+146
| +3% | +$117K | 0.09% | 96 |
|
|
2024
Q1 | $4.35M | Buy |
5,590
+1,047
| +23% | +$745K | 0.08% | 103 |
|
|
2023
Q4 | $2.65M | Buy |
4,543
+69
| +2% | +$40.3K | 0.05% | 133 |
|
|
2023
Q3 | $2.4M | Buy |
4,474
+4
| +0.1% | +$2.06K | 0.05% | 127 |
|
|
2023
Q2 | $2.1M | Sell |
4,470
-157
| -3% | -$65.8K | 0.04% | 140 |
|
|
2023
Q1 | $1.59M | Sell |
4,627
-16
| -0.3% | -$5.4K | 0.03% | 170 |
|
|
2022
Q4 | $1.7M | Sell |
4,643
-773
| -14% | -$274K | 0.04% | 157 |
|
|
2022
Q3 | $1.75M | Buy |
5,416
+155
| +3% | +$49.1K | 0.04% | 129 |
|
|
2022
Q2 | $1.71M | Sell |
5,261
-255
| -5% | -$76.5K | 0.03% | 131 |
|
|
2022
Q1 | $1.58M | Buy |
5,516
+436
| +9% | +$112K | 0.03% | 149 |
|
|
2021
Q4 | $1.4M | Buy |
5,080
+1,463
| +40% | +$371K | 0.02% | 154 |
|
|
2021
Q3 | $836K | Buy |
3,617
+12
| +0.3% | +$2.96K | 0.02% | 208 |
|
|
2021
Q2 | $827K | Buy |
3,605
+45
| +1% | +$9.04K | 0.02% | 216 |
|
|
2021
Q1 | $665K | Buy |
3,560
+416
| +13% | +$81.4K | 0.01% | 233 |
|
|
2020
Q4 | $531K | Buy |
3,144
+204
| +7% | +$30.5K | 0.01% | 251 |
|
|
2020
Q3 | $435K | Sell |
2,940
-19
| -0.6% | -$2.94K | 0.01% | 197 |
|
|
2020
Q2 | $486K | Buy |
2,959
+399
| +16% | +$61.2K | 0.01% | 170 |
|
|
2020
Q1 | $355K | Buy |
2,560
+414
| +19% | +$56.9K | 0.01% | 172 |
|
|
2019
Q4 | $282K | Buy |
2,146
+52
| +2% | +$6.03K | 0.01% | 205 |
|
|
2019
Q3 | $234K | Buy |
2,094
+141
| +7% | +$15.7K | 0.01% | 221 |
|
|
2019
Q2 | $216K | Sell |
1,953
-222
| -10% | -$26.1K | ﹤0.01% | 215 |
|
|
2019
Q1 | $282K | Buy |
2,175
+103
| +5% | +$12.5K | 0.01% | 185 |
|
|
2018
Q4 | $240K | Buy |
+2,072
| New | +$231K | 0.01% | 185 |
|
Other funds holding LLY
Valmark Advisers's LLY Position: Q2 2026 in Review
Valmark Advisers increased its Eli Lilly (LLY) stake by 1.2% in Q2 2026, buying an estimated $73.6K and bringing the position to 5,846 shares worth $7.01M. The position accounts for 0.07% of the portfolio, ranked #125.
Valmark Advisers first reported a position in LLY in Q4 2018 and has held it in 31 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Valmark Advisers held 5,846 shares of Eli Lilly worth $7.01M as of Q2 2026.
- Valmark Advisers bought 72 Eli Lilly shares in Q2 2026, an estimated $73.6K.
- Eli Lilly made up 0.07% of Valmark Advisers's portfolio in Q2 2026, its #125 holding.
- Valmark Advisers first reported a position in Eli Lilly in Q4 2018 and has held it in 31 quarters since.
- 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.