Bard Associates’s Eli Lilly LLY Stock Holding History

Bard Associates’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	$9.6K	Buy	8 +6	+300%	+$6.13K	﹤0.01%	229
2026 Q1	$1.84K	Buy	+2	New	+$2.03K	﹤0.01%	274

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Associates's LLY Position: Q2 2026 in Review

Bard Associates increased its Eli Lilly (LLY) stake by 300% in Q2 2026, buying an estimated $6.13K and bringing the position to 8 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Bard Associates first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Bard Associates held 8 shares of Eli Lilly worth $9.6K as of Q2 2026.
Bard Associates bought 6 Eli Lilly shares in Q2 2026, an estimated $6.13K.
Eli Lilly made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #229 holding.
Bard Associates first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.