Welch & Forbes’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 | $155M | Buy |
168,235
+417
| +0.2% | +$423K | 2% | 12 |
|
|
2025
Q4 | $180M | Sell |
167,818
-378
| -0.2% | -$361K | 2.19% | 9 |
|
|
2025
Q3 | $128M | Buy |
168,196
+18,751
| +13% | +$14M | 1.55% | 13 |
|
|
2025
Q2 | $116M | Buy |
149,445
+910
| +0.6% | +$707K | 1.45% | 18 |
|
|
2025
Q1 | $123M | Buy |
148,535
+1,555
| +1% | +$1.29M | 1.61% | 15 |
|
|
2024
Q4 | $113M | Buy |
146,980
+12,088
| +9% | +$10M | 1.46% | 17 |
|
|
2024
Q3 | $120M | Sell |
134,892
-2,553
| -2% | -$2.3M | 1.52% | 17 |
|
|
2024
Q2 | $128M | Buy |
137,445
+1,626
| +1% | +$1.3M | 1.71% | 15 |
|
|
2024
Q1 | $106M | Buy |
135,819
+2,726
| +2% | +$1.94M | 1.45% | 20 |
|
|
2023
Q4 | $77.6M | Buy |
133,093
+3,340
| +3% | +$1.95M | 1.17% | 25 |
|
|
2023
Q3 | $69.7M | Buy |
129,753
+7,896
| +6% | +$4.07M | 1.15% | 27 |
|
|
2023
Q2 | $57.1M | Sell |
121,857
-971
| -0.8% | -$407K | 0.9% | 34 |
|
|
2023
Q1 | $42.2M | Buy |
122,828
+1,584
| +1% | +$534K | 0.71% | 42 |
|
|
2022
Q4 | $44.4M | Sell |
121,244
-350
| -0.3% | -$124K | 0.8% | 39 |
|
|
2022
Q3 | $39.3M | Sell |
121,594
-2,596
| -2% | -$823K | 0.77% | 40 |
|
|
2022
Q2 | $40.3M | Sell |
124,190
-4,250
| -3% | -$1.28M | 0.74% | 43 |
|
|
2022
Q1 | $36.8M | Sell |
128,440
-1,085
| -0.8% | -$279K | 0.58% | 50 |
|
|
2021
Q4 | $35.8M | Buy |
129,525
+225
| +0.2% | +$57K | 0.54% | 51 |
|
|
2021
Q3 | $29.9M | Buy |
129,300
+100
| +0.1% | +$24.7K | 0.5% | 55 |
|
|
2021
Q2 | $29.7M | Buy |
129,200
+1,515
| +1% | +$304K | 0.5% | 55 |
|
|
2021
Q1 | $23.9M | Sell |
127,685
-834
| -0.6% | -$163K | 0.44% | 59 |
|
|
2020
Q4 | $21.7M | Buy |
128,519
+135
| +0.1% | +$20.2K | 0.42% | 64 |
|
|
2020
Q3 | $19M | Buy |
128,384
+2,930
| +2% | +$453K | 0.41% | 66 |
|
|
2020
Q2 | $20.6M | Sell |
125,454
-3,000
| -2% | -$460K | 0.48% | 58 |
|
|
2020
Q1 | $17.8M | Sell |
128,454
-1,650
| -1% | -$227K | 0.5% | 60 |
|
|
2019
Q4 | $17.1M | Sell |
130,104
-665
| -0.5% | -$77.1K | 0.38% | 78 |
|
|
2019
Q3 | $14.6M | Sell |
130,769
-2,775
| -2% | -$309K | 0.35% | 79 |
|
|
2019
Q2 | $14.8M | Sell |
133,544
-978
| -0.7% | -$115K | 0.36% | 77 |
|
|
2019
Q1 | $17.5M | Buy |
134,522
+29
| +0% | +$3.53K | 0.44% | 63 |
|
|
2018
Q4 | $15.6M | Sell |
134,493
-2,540
| -2% | -$284K | 0.44% | 68 |
|
|
2018
Q3 | $14.7M | Sell |
137,033
-4,549
| -3% | -$455K | 0.35% | 82 |
|
|
2018
Q2 | $12.1M | Sell |
141,582
-2,705
| -2% | -$222K | 0.31% | 89 |
|
|
2018
Q1 | $11.2M | Sell |
144,287
-1,681
| -1% | -$135K | 0.29% | 93 |
|
|
2017
Q4 | $12.3M | Buy |
145,968
+1,123
| +0.8% | +$95.6K | 0.33% | 83 |
|
|
2017
Q3 | $12.4M | Sell |
144,845
-275
| -0.2% | -$22.6K | 0.33% | 90 |
|
|
2017
Q2 | $11.9M | Buy |
145,120
+460
| +0.3% | +$37.5K | 0.33% | 86 |
|
|
2017
Q1 | $12.2M | Sell |
144,660
-660
| -0.5% | -$52.9K | 0.35% | 84 |
|
|
2016
Q4 | $10.7M | Sell |
145,320
-353
| -0.2% | -$26.3K | 0.32% | 87 |
|
|
2016
Q3 | $11.7M | Sell |
145,673
-1,866
| -1% | -$149K | 0.4% | 74 |
|
|
2016
Q2 | $11.6M | Buy |
147,539
+446
| +0.3% | +$33.6K | 0.35% | 87 |
|
|
2016
Q1 | $10.6M | Sell |
147,093
-3,376
| -2% | -$255K | 0.33% | 89 |
|
|
2015
Q4 | $12.7M | Sell |
150,469
-910
| -0.6% | -$75.5K | 0.41% | 79 |
|
|
2015
Q3 | $12.7M | Sell |
151,379
-5,765
| -4% | -$487K | 0.42% | 75 |
|
|
2015
Q2 | $13.1M | Sell |
157,144
-4,254
| -3% | -$324K | 0.41% | 74 |
|
|
2015
Q1 | $11.7M | Sell |
161,398
-2,413
| -1% | -$172K | 0.35% | 80 |
|
|
2014
Q4 | $11.3M | Buy |
163,811
+345
| +0.2% | +$23.3K | 0.33% | 86 |
|
|
2014
Q3 | $10.6M | Sell |
163,466
-790
| -0.5% | -$50K | 0.32% | 82 |
|
|
2014
Q2 | $10.2M | Buy |
164,256
+419
| +0.3% | +$25K | 0.32% | 83 |
|
|
2014
Q1 | $9.64M | Sell |
163,837
-798
| -0.5% | -$44.5K | 0.31% | 90 |
|
|
2013
Q4 | $8.4M | Buy |
164,635
+4,972
| +3% | +$249K | 0.27% | 94 |
|
|
2013
Q3 | $8.04M | Sell |
159,663
-966
| -0.6% | -$50.6K | 0.27% | 95 |
|
|
2013
Q2 | $7.89M | Buy |
+160,629
| New | +$8.74M | 0.28% | 92 |
|
Other funds holding LLY
VCM
VPM
Welch & Forbes's LLY Position: Q1 2026 in Review
Welch & Forbes increased its Eli Lilly (LLY) stake by 0.25% in Q1 2026, buying an estimated $423K and bringing the position to 168,235 shares worth $155M. The position accounts for 2% of the portfolio, ranked #12.
Welch & Forbes first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $180M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Welch & Forbes held 168,235 shares of Eli Lilly worth $155M as of Q1 2026.
- Welch & Forbes bought 417 Eli Lilly shares in Q1 2026, an estimated $423K.
- Eli Lilly made up 2% of Welch & Forbes's portfolio in Q1 2026, its #12 holding.
- Welch & Forbes first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
- Welch & Forbes's Eli Lilly position peaked at $180M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.