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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 $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return