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BBR Partners’s Eli Lilly LLY Stock Holding History

BBR Partners’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 		$1.83M Sell
1,523
-118
-7% -$121K 0.09% 90
2026
Q1 		$1.51M Buy
1,641
+12
+0.7% +$12.2K 0.08% 85
2025
Q4 		$1.75M Sell
1,629
-11
-0.7% -$10.5K 0.09% 85
2025
Q3 		$1.25M Buy
1,640
+37
+2% +$27.5K 0.07% 97
2025
Q2 		$1.25M Sell
1,603
-13
-0.8% -$10.1K 0.08% 96
2025
Q1 		$1.33M Sell
1,616
-230
-12% -$191K 0.09% 80
2024
Q4 		$1.43M Buy
1,846
+250
+16% +$207K 0.1% 78
2024
Q3 		$1.41M Sell
1,596
-63
-4% -$56.6K 0.11% 66
2024
Q2 		$1.5M Sell
1,659
-829
-33% -$663K 0.12% 61
2024
Q1 		$1.94M Sell
2,488
-132
-5% -$93.9K 0.16% 62
2023
Q4 		$1.53M Sell
2,620
-530
-17% -$309K 0.16% 56
2023
Q3 		$1.69M Buy
3,150
+934
+42% +$481K 0.19% 49
2023
Q2 		$1.04M Buy
2,216
+138
+7% +$57.9K 0.12% 63
2023
Q1 		$714K Sell
2,078
-669
-24% -$226K 0.08% 83
2022
Q4 		$1M Buy
2,747
+237
+9% +$84K 0.11% 67
2022
Q3 		$812K Sell
2,510
-299
-11% -$94.7K 0.1% 81
2022
Q2 		$911K Buy
2,809
+28
+1% +$8.4K 0.11% 88
2022
Q1 		$796K Buy
2,781
+1,000
+56% +$257K 0.08% 109
2021
Q4 		$492K Sell
1,781
-74
-4% -$18.8K 0.06% 121
2021
Q3 		$429K Sell
1,855
-82
-4% -$20.2K 0.04% 139
2021
Q2 		$445K Sell
1,937
-112
-5% -$22.5K 0.04% 124
2021
Q1 		$383K Sell
2,049
-1
-0% -$196 0.03% 147
2020
Q4 		$346K Buy
2,050
+75
+4% +$11.2K 0.03% 135
2020
Q3 		$292K Buy
+1,975
New +$306K 0.03% 143

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

BBR Partners's LLY Position: Q2 2026 in Review

BBR Partners reduced its Eli Lilly (LLY) stake by 7.2% in Q2 2026, selling an estimated $121K and leaving 1,523 shares worth $1.83M. The position accounts for 0.09% of the portfolio, ranked #90.

BBR Partners first reported a position in LLY in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.94M in Q1 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BBR Partners held 1,523 shares of Eli Lilly worth $1.83M as of Q2 2026.
  • BBR Partners sold 118 Eli Lilly shares in Q2 2026, an estimated $121K.
  • Eli Lilly made up 0.09% of BBR Partners's portfolio in Q2 2026, its #90 holding.
  • BBR Partners first reported a position in Eli Lilly in Q3 2020 and has held it in 24 quarters since.
  • BBR Partners's Eli Lilly position peaked at $1.94M in Q1 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.