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Bard Financial Services’s Eli Lilly LLY Stock Holding History

Bard Financial Services’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
2025
Q3 		$2.18M Buy
2,855
+40
+1% +$29.8K 0.24% 84
2025
Q2 		$2.19M Buy
2,815
+40
+1% +$31.1K 0.26% 83
2025
Q1 		$2.29M Buy
2,775
+5
+0.2% +$4.16K 0.28% 80
2024
Q4 		$2.14M Buy
2,770
+100
+4% +$82.8K 0.26% 83
2024
Q3 		$2.37M Sell
2,670
-2,950
-52% -$2.65M 0.28% 76
2024
Q2 		$5.09M Sell
5,620
-125
-2% -$100K 0.53% 50
2024
Q1 		$4.47M Sell
5,745
-245
-4% -$174K 0.47% 54
2023
Q4 		$3.49M Buy
5,990
+190
+3% +$111K 0.39% 60
2023
Q3 		$3.12M Buy
5,800
+50
+0.9% +$25.8K 0.39% 62
2023
Q2 		$2.7M Buy
5,750
+100
+2% +$41.9K 0.2% 100
2023
Q1 		$1.94M Buy
5,650
+125
+2% +$42.2K 0.16% 116
2022
Q4 		$2.02M Buy
5,525
+850
+18% +$301K 0.17% 114
2022
Q3 		$1.51M Buy
4,675
+335
+8% +$106K 0.14% 128
2022
Q2 		$1.41M Buy
4,340
+125
+3% +$37.5K 0.13% 127
2022
Q1 		$1.21M Hold
4,215
– – 0.1% 140
2021
Q4 		$1.16M Hold
4,215
– – 0.09% 139
2021
Q3 		$974K Hold
4,215
– – 0.09% 147
2021
Q2 		$967K Hold
4,215
– – 0.09% 145
2021
Q1 		$787K Hold
4,215
– – 0.08% 153
2020
Q4 		$712K Buy
+4,215
New +$629K 0.07% 156

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bard Financial Services's LLY Position: Q3 2025 in Review

Bard Financial Services increased its Eli Lilly (LLY) stake by 1.4% in Q3 2025, buying an estimated $29.8K and bringing the position to 2,855 shares worth $2.18M. The position accounts for 0.24% of the portfolio, ranked #84.

Bard Financial Services first reported a position in LLY in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.09M in Q2 2024. 3,903 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Bard Financial Services held 2,855 shares of Eli Lilly worth $2.18M as of Q3 2025.
  • Bard Financial Services bought 40 Eli Lilly shares in Q3 2025, an estimated $29.8K.
  • Eli Lilly made up 0.24% of Bard Financial Services's portfolio in Q3 2025, its #84 holding.
  • Bard Financial Services first reported a position in Eli Lilly in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Eli Lilly position peaked at $5.09M in Q2 2024.
  • 3,903 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.