BAM Wealth Management
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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
Q3 		$1.98M Buy
1,708
+194
+13% +$229K 1.07% 21
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 $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BAM Wealth Management's LLY Position: Q3 2026 in Review

BAM Wealth Management increased its Eli Lilly (LLY) stake by 13% in Q3 2026, buying an estimated $229K and bringing the position to 1,708 shares worth $1.98M. The position accounts for 1.07% of the portfolio, ranked #21.

BAM Wealth Management first reported a position in LLY in Q3 2025 and has held it in 5 quarters since. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • BAM Wealth Management held 1,708 shares of Eli Lilly worth $1.98M as of Q3 2026.
  • BAM Wealth Management bought 194 Eli Lilly shares in Q3 2026, an estimated $229K.
  • Eli Lilly made up 1.07% of BAM Wealth Management's portfolio in Q3 2026, its #21 holding.
  • BAM Wealth Management first reported a position in Eli Lilly in Q3 2025 and has held it in 5 quarters since.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.