Westbourne Investment 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 | $1.79M | Sell |
1,492
-65
| -4% | -$66.4K | 0.49% | 37 |
|
|
2026
Q1 | $1.43M | Hold |
1,557
| – | – | 0.42% | 42 |
|
|
2025
Q4 | $1.67M | Hold |
1,557
| – | – | 0.46% | 38 |
|
|
2025
Q3 | $1.19M | Hold |
1,557
| – | – | 0.33% | 45 |
|
|
2025
Q2 | $1.21M | Hold |
1,557
| – | – | 0.37% | 45 |
|
|
2025
Q1 | $1.29M | Hold |
1,557
| – | – | 0.46% | 42 |
|
|
2024
Q4 | $1.2M | Sell |
1,557
-61
| -4% | -$50.5K | 0.41% | 43 |
|
|
2024
Q3 | $1.43M | Hold |
1,618
| – | – | 0.5% | 41 |
|
|
2024
Q2 | $1.47M | Hold |
1,618
| – | – | 0.53% | 40 |
|
|
2024
Q1 | $1.26M | Hold |
1,618
| – | – | 0.46% | 44 |
|
|
2023
Q4 | $943K | Hold |
1,618
| – | – | 0.38% | 47 |
|
|
2023
Q3 | $869K | Sell |
1,618
-15
| -0.9% | -$7.73K | 0.4% | 46 |
|
|
2023
Q2 | $766K | Hold |
1,633
| – | – | 0.34% | 55 |
|
|
2023
Q1 | $561K | Hold |
1,633
| – | – | 0.27% | 62 |
|
|
2022
Q4 | $597K | Sell |
1,633
-133
| -8% | -$47.2K | 0.3% | 59 |
|
|
2022
Q3 | $571K | Hold |
1,766
| – | – | 0.3% | 60 |
|
|
2022
Q2 | $573K | Sell |
1,766
-15
| -0.8% | -$4.5K | 0.36% | 57 |
|
|
2022
Q1 | $510K | Hold |
1,781
| – | – | 0.21% | 67 |
|
|
2021
Q4 | $492K | Sell |
1,781
-35
| -2% | -$8.87K | 0.19% | 68 |
|
|
2021
Q3 | $420K | Sell |
1,816
-20
| -1% | -$4.94K | 0.19% | 62 |
|
|
2021
Q2 | $421K | Sell |
1,836
-50
| -3% | -$10K | 0.19% | 61 |
|
|
2021
Q1 | $352K | Sell |
1,886
-110
| -6% | -$21.5K | 0.18% | 65 |
|
|
2020
Q4 | $337K | Buy |
1,996
+95
| +5% | +$14.2K | 0.2% | 63 |
|
|
2020
Q3 | $281K | Buy |
1,901
+140
| +8% | +$21.7K | 0.32% | 40 |
|
|
2020
Q2 | $289K | Hold |
1,761
| – | – | 0.36% | 38 |
|
|
2020
Q1 | $244K | Hold |
1,761
| – | – | 0.23% | 71 |
|
|
2019
Q4 | $231K | Buy |
+1,761
| New | +$204K | 0.16% | 90 |
|
|
2019
Q2 | – | Sell |
-1,761
| Closed | -$229K | – | 98 |
|
|
2019
Q1 | $229K | Sell |
1,761
-50
| -3% | -$6.08K | 0.18% | 91 |
|
|
2018
Q4 | $210K | Hold |
1,811
| – | – | 0.18% | 89 |
|
|
2018
Q3 | $194K | Buy |
+1,811
| New | +$181K | 0.14% | 98 |
|
|
2017
Q1 | – | Sell |
-2,780
| Closed | -$204K | – | 108 |
|
|
2016
Q4 | $204K | Buy |
+2,780
| New | +$207K | 0.18% | 96 |
|
|
2016
Q3 | – | Sell |
-2,700
| Closed | -$213K | – | 118 |
|
|
2016
Q2 | $213K | Buy |
+2,700
| New | +$203K | 0.19% | 98 |
|
|
2016
Q1 | – | Sell |
-2,475
| Closed | -$209K | – | 102 |
|
|
2015
Q4 | $209K | Sell |
2,475
-1,025
| -29% | -$85.1K | 0.2% | 96 |
|
|
2015
Q3 | $293K | Sell |
3,500
-3,930
| -53% | -$332K | 0.29% | 83 |
|
|
2015
Q2 | $620K | Buy |
+7,430
| New | +$566K | 0.56% | 56 |
|
Other funds holding LLY
SC
ONB
GIM
Westbourne Investment Advisors's LLY Position: Q2 2026 in Review
Westbourne Investment Advisors reduced its Eli Lilly (LLY) stake by 4.2% in Q2 2026, selling an estimated $66.4K and leaving 1,492 shares worth $1.79M. The position accounts for 0.49% of the portfolio, ranked #37.
Westbourne Investment Advisors first reported a position in LLY in Q2 2015 and has held it in 35 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Westbourne Investment Advisors held 1,492 shares of Eli Lilly worth $1.79M as of Q2 2026.
- Westbourne Investment Advisors sold 65 Eli Lilly shares in Q2 2026, an estimated $66.4K.
- Eli Lilly made up 0.49% of Westbourne Investment Advisors's portfolio in Q2 2026, its #37 holding.
- Westbourne Investment Advisors first reported a position in Eli Lilly in Q2 2015 and has held it in 35 quarters since.
- 2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.