WBH Advisory’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 | $6.54M | Sell |
6,851
-366
| -5% | -$371K | 0.49% | 48 |
|
|
2025
Q4 | $7.76M | Sell |
7,217
-127
| -2% | -$121K | 0.57% | 44 |
|
|
2025
Q3 | $5.6M | Sell |
7,344
-327
| -4% | -$243K | 0.43% | 52 |
|
|
2025
Q2 | $5.98M | Sell |
7,671
-729
| -9% | -$566K | 0.51% | 46 |
|
|
2025
Q1 | $6.94M | Sell |
8,400
-574
| -6% | -$478K | 0.65% | 40 |
|
|
2024
Q4 | $6.93M | Sell |
8,974
-237
| -3% | -$196K | 0.64% | 42 |
|
|
2024
Q3 | $8.16M | Sell |
9,211
-574
| -6% | -$516K | 0.77% | 39 |
|
|
2024
Q2 | $8.86M | Sell |
9,785
-488
| -5% | -$390K | 0.9% | 33 |
|
|
2024
Q1 | $7.99M | Sell |
10,273
-645
| -6% | -$459K | 0.82% | 35 |
|
|
2023
Q4 | $6.36M | Sell |
10,918
-200
| -2% | -$117K | 0.71% | 39 |
|
|
2023
Q3 | $5.97M | Sell |
11,118
-375
| -3% | -$193K | 0.73% | 38 |
|
|
2023
Q2 | $5.39M | Sell |
11,493
-303
| -3% | -$127K | 0.64% | 44 |
|
|
2023
Q1 | $4.05M | Buy |
+11,796
| New | +$3.98M | 0.51% | 50 |
|
|
2022
Q3 | $3.98M | Sell |
12,319
-88
| -0.7% | -$27.9K | 0.57% | 48 |
|
|
2022
Q2 | $4.11M | Sell |
12,407
-124
| -1% | -$37.2K | 0.55% | 46 |
|
|
2022
Q1 | $3.73M | Sell |
12,531
-674
| -5% | -$173K | 0.46% | 52 |
|
|
2021
Q4 | $3.65M | Sell |
13,205
-278
| -2% | -$70.5K | 0.42% | 59 |
|
|
2021
Q3 | $3.12M | Sell |
13,483
-295
| -2% | -$72.8K | 0.42% | 51 |
|
|
2021
Q2 | $3.35M | Sell |
13,778
-98
| -0.7% | -$19.7K | 0.49% | 49 |
|
|
2021
Q1 | $2.59M | Sell |
13,876
-387
| -3% | -$75.7K | 0.42% | 57 |
|
|
2020
Q4 | $2.87M | Sell |
14,263
-13
| -0.1% | -$1.94K | 0.49% | 43 |
|
|
2020
Q3 | $2.11M | Sell |
14,276
-156
| -1% | -$24.1K | 0.43% | 55 |
|
|
2020
Q2 | $2.37M | Buy |
14,432
+33
| +0.2% | +$5.07K | 0.57% | 44 |
|
|
2020
Q1 | $2K | Buy |
14,399
+48
| +0.3% | +$6.59K | 0.47% | 43 |
|
|
2019
Q4 | $1.89M | Sell |
14,351
-72
| -0.5% | -$8.35K | 0.39% | 58 |
|
|
2019
Q3 | $1.61M | Sell |
14,423
-90
| -0.6% | -$10K | 0.36% | 67 |
|
|
2019
Q2 | $1.61M | Sell |
14,513
-57
| -0.4% | -$6.71K | 0.37% | 67 |
|
|
2019
Q1 | $1.89M | Sell |
14,570
-201
| -1% | -$24.4K | 0.45% | 54 |
|
|
2018
Q4 | $1.71K | Sell |
14,771
-133
| -0.9% | -$14.9K | 0.41% | 56 |
|
|
2018
Q3 | $1.6M | Buy |
14,904
+730
| +5% | +$73K | 0.39% | 62 |
|
|
2018
Q2 | $1.21M | Buy |
14,174
+322
| +2% | +$26.4K | 0.31% | 77 |
|
|
2018
Q1 | $1.07M | Sell |
13,852
-634
| -4% | -$51K | 0.29% | 84 |
|
|
2017
Q4 | $1.23M | Sell |
14,486
-571
| -4% | -$48.6K | 0.33% | 75 |
|
|
2017
Q3 | $1.29M | Sell |
15,057
-21
| -0.1% | -$1.72K | 0.36% | 69 |
|
|
2017
Q2 | $1.24M | Sell |
15,078
-227
| -1% | -$18.5K | 0.35% | 67 |
|
|
2017
Q1 | $1.29M | Buy |
15,305
+4
| +0% | +$320 | 0.39% | 60 |
|
|
2016
Q4 | $1.13M | Sell |
15,301
-483
| -3% | -$36K | 0.38% | 60 |
|
|
2016
Q3 | $1.27M | Buy |
15,784
+6,112
| +63% | +$489K | 0.43% | 56 |
|
|
2016
Q2 | $761K | Buy |
9,672
+29
| +0.3% | +$2.18K | 0.3% | 80 |
|
|
2016
Q1 | $694K | Sell |
9,643
-124
| -1% | -$9.38K | 0.23% | 85 |
|
|
2015
Q4 | $823 | Sell |
9,767
-169
| -2% | -$14K | 0.29% | 70 |
|
|
2015
Q3 | $831K | Sell |
9,936
-70
| -0.7% | -$5.91K | 0.35% | 70 |
|
|
2015
Q2 | $835K | Buy |
10,006
+209
| +2% | +$15.9K | 0.33% | 75 |
|
|
2015
Q1 | $711 | Buy |
9,797
+153
| +2% | +$10.9K | 0.2% | 90 |
|
|
2014
Q4 | $665K | Sell |
9,644
-1,000
| -9% | -$67.5K | 0.25% | 94 |
|
|
2014
Q3 | $690K | Sell |
10,644
-179
| -2% | -$11.3K | 0.24% | 94 |
|
|
2014
Q2 | $672K | Buy |
10,823
+13
| +0.1% | +$776 | 0.25% | 100 |
|
|
2014
Q1 | $636K | Buy |
10,810
+277
| +3% | +$15.5K | 0.25% | 98 |
|
|
2013
Q4 | $537K | Sell |
10,533
-2,310
| -18% | -$116K | 0.22% | 114 |
|
|
2013
Q3 | $646K | Buy |
12,843
+178
| +1% | +$9.32K | 0.29% | 94 |
|
|
2013
Q2 | $622K | Buy |
+12,665
| New | +$689K | 0.29% | 96 |
|
Other funds holding LLY
VCM
VPM
WBH Advisory's LLY Position: Q1 2026 in Review
WBH Advisory reduced its Eli Lilly (LLY) stake by 5.1% in Q1 2026, selling an estimated $371K and leaving 6,851 shares worth $6.54M. The position accounts for 0.49% of the portfolio, ranked #48.
WBH Advisory first reported a position in LLY in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.86M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- WBH Advisory held 6,851 shares of Eli Lilly worth $6.54M as of Q1 2026.
- WBH Advisory sold 366 Eli Lilly shares in Q1 2026, an estimated $371K.
- Eli Lilly made up 0.49% of WBH Advisory's portfolio in Q1 2026, its #48 holding.
- WBH Advisory first reported a position in Eli Lilly in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Eli Lilly position peaked at $8.86M in Q2 2024.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.