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BAM Wealth Management’s Eli Lilly LLY Stock Holding History

BAM Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Sell
1,514
-55
-4% -$56.2K 1.14% 20
2026
Q1 		$1.44M Buy
1,569
+357
+29% +$362K 1.08% 21
2025
Q4 		$1.3M Sell
1,212
-212
-15% -$203K 0.94% 22
2025
Q3 		$1.09M Buy
+1,424
New +$1.06M 0.84% 25

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAM Wealth Management's LLY Position: Q2 2026 in Review

BAM Wealth Management reduced its Eli Lilly (LLY) stake by 3.5% in Q2 2026, selling an estimated $56.2K and leaving 1,514 shares worth $1.82M. The position accounts for 1.14% of the portfolio, ranked #20.

BAM Wealth Management first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. 2,854 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BAM Wealth Management held 1,514 shares of Eli Lilly worth $1.82M as of Q2 2026.
  • BAM Wealth Management sold 55 Eli Lilly shares in Q2 2026, an estimated $56.2K.
  • Eli Lilly made up 1.14% of BAM Wealth Management's portfolio in Q2 2026, its #20 holding.
  • BAM Wealth Management first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.