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Baron Silver Stevens Financial Advisors’s Eli Lilly LLY Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$931K Sell
775
-9
-1% -$9.2K 0.12% 67
2026
Q1 		$722K Sell
784
-75
-9% -$76K 0.1% 71
2025
Q4 		$924K Sell
859
-146
-15% -$140K 0.13% 63
2025
Q3 		$767K Buy
1,005
+78
+8% +$58K 0.11% 68
2025
Q2 		$722K Buy
927
+49
+6% +$38.1K 0.12% 69
2025
Q1 		$725K Buy
878
+14
+2% +$11.6K 0.13% 62
2024
Q4 		$667K Hold
864
– – 0.11% 64
2024
Q3 		$765K Buy
864
+80
+10% +$71.9K 0.13% 60
2024
Q2 		$710K Sell
784
-58
-7% -$46.4K 0.13% 60
2024
Q1 		$655K Sell
842
-33
-4% -$23.5K 0.13% 63
2023
Q4 		$510K Sell
875
-137
-14% -$80K 0.11% 64
2023
Q3 		$543K Buy
1,012
+29
+3% +$14.9K 0.12% 58
2023
Q2 		$461K Buy
983
+61
+7% +$25.6K 0.1% 64
2023
Q1 		$316K Buy
922
+43
+5% +$14.5K 0.08% 71
2022
Q4 		$321K Buy
+879
New +$312K 0.08% 68
2022
Q3 		– Sell
-1,037
Closed -$336K – 129
2022
Q2 		$336K Buy
1,037
+158
+18% +$47.4K 0.09% 72
2022
Q1 		$251K Buy
+879
New +$226K 0.06% 85
2021
Q1 		– Sell
-367
Closed -$62K – 278
2020
Q4 		$62K Buy
+367
New +$54.8K 0.02% 125

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Baron Silver Stevens Financial Advisors's LLY Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Eli Lilly (LLY) stake by 1.1% in Q2 2026, selling an estimated $9.2K and leaving 775 shares worth $931K. The position accounts for 0.12% of the portfolio, ranked #67.

Baron Silver Stevens Financial Advisors first reported a position in LLY in Q4 2020 and has held it in 18 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 775 shares of Eli Lilly worth $931K as of Q2 2026.
  • Baron Silver Stevens Financial Advisors sold 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 0.12% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 18 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.