Western Wealth Management’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 | $15.6M | Sell |
12,981
-233
| -2% | -$238K | 0.51% | 36 |
|
|
2026
Q1 | $12.2M | Buy |
13,214
+4,665
| +55% | +$4.73M | 0.46% | 39 |
|
|
2025
Q4 | $9.19M | Buy |
8,549
+88
| +1% | +$84.1K | 0.42% | 42 |
|
|
2025
Q3 | $6.46M | Sell |
8,461
-203
| -2% | -$151K | 0.34% | 53 |
|
|
2025
Q2 | $6.75M | Buy |
8,664
+349
| +4% | +$271K | 0.4% | 46 |
|
|
2025
Q1 | $6.87M | Sell |
8,315
-3,593
| -30% | -$2.99M | 0.45% | 44 |
|
|
2024
Q4 | $9.19M | Sell |
11,908
-10
| -0.1% | -$8.28K | 0.49% | 38 |
|
|
2024
Q3 | $10.6M | Buy |
11,918
+3,349
| +39% | +$3.01M | 0.6% | 33 |
|
|
2024
Q2 | $7.76M | Sell |
8,569
-148
| -2% | -$118K | 0.58% | 36 |
|
|
2024
Q1 | $6.78M | Sell |
8,717
-1,727
| -17% | -$1.23M | 0.53% | 35 |
|
|
2023
Q4 | $6.09M | Buy |
10,444
+1,110
| +12% | +$648K | 0.44% | 43 |
|
|
2023
Q3 | $5.01M | Buy |
9,334
+427
| +5% | +$220K | 0.42% | 46 |
|
|
2023
Q2 | $4.18M | Buy |
8,907
+512
| +6% | +$215K | 0.36% | 55 |
|
|
2023
Q1 | $2.88M | Buy |
8,395
+1,235
| +17% | +$417K | 0.27% | 84 |
|
|
2022
Q4 | $2.62M | Sell |
7,160
-4,999
| -41% | -$1.77M | 0.27% | 97 |
|
|
2022
Q3 | $4M | Buy |
12,159
+2,304
| +23% | +$730K | 0.23% | 99 |
|
|
2022
Q2 | $3.21M | Sell |
9,855
-428
| -4% | -$128K | 0.18% | 128 |
|
|
2022
Q1 | $2.94M | Buy |
10,283
+5,881
| +134% | +$1.51M | 0.14% | 151 |
|
|
2021
Q4 | $1.22M | Buy |
+4,402
| New | +$1.12M | 0.12% | 168 |
|
|
2021
Q2 | $1.42M | Buy |
6,205
+2,123
| +52% | +$426K | 0.15% | 153 |
|
|
2021
Q1 | $763K | Buy |
4,082
+211
| +5% | +$41.3K | 0.1% | 202 |
|
|
2020
Q4 | $654K | Sell |
3,871
-1,060
| -21% | -$158K | 0.1% | 210 |
|
|
2020
Q3 | $730K | Sell |
4,931
-124
| -2% | -$19.2K | 0.12% | 189 |
|
|
2020
Q2 | $830K | Buy |
5,055
+80
| +2% | +$12.3K | 0.15% | 151 |
|
|
2020
Q1 | $687K | Buy |
4,975
+128
| +3% | +$17.6K | 0.16% | 141 |
|
|
2019
Q4 | $637K | Sell |
4,847
-528
| -10% | -$61.2K | 0.1% | 202 |
|
|
2019
Q3 | $599K | Buy |
5,375
+971
| +22% | +$108K | 0.12% | 187 |
|
|
2019
Q2 | $486K | Sell |
4,404
-864
| -16% | -$102K | 0.06% | 228 |
|
|
2019
Q1 | $684K | Sell |
5,268
-102
| -2% | -$12.4K | 0.15% | 156 |
|
|
2018
Q4 | $622K | Buy |
+5,370
| New | +$600K | 0.17% | 153 |
|
Other funds holding LLY
Western Wealth Management's LLY Position: Q2 2026 in Review
Western Wealth Management reduced its Eli Lilly (LLY) stake by 1.8% in Q2 2026, selling an estimated $238K and leaving 12,981 shares worth $15.6M. The position accounts for 0.51% of the portfolio, ranked #36.
Western Wealth Management first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Western Wealth Management held 12,981 shares of Eli Lilly worth $15.6M as of Q2 2026.
- Western Wealth Management sold 233 Eli Lilly shares in Q2 2026, an estimated $238K.
- Eli Lilly made up 0.51% of Western Wealth Management's portfolio in Q2 2026, its #36 holding.
- Western Wealth Management first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
- 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.