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BCGM Wealth Management’s Eli Lilly LLY Stock Holding History

BCGM Wealth Management’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
Q1 		$4.51M Sell
4,909
-21
-0.4% -$21.3K 1.13% 28
2025
Q4 		$5.3M Buy
4,930
+3
+0.1% +$2.87K 1.35% 22
2025
Q3 		$3.76M Buy
4,927
+126
+3% +$93.8K 0.98% 33
2025
Q2 		$3.74M Buy
4,801
+100
+2% +$77.7K 1.06% 34
2025
Q1 		$3.88M Buy
4,701
+1
+0% +$832 1.19% 24
2024
Q4 		$3.63M Buy
4,700
+585
+14% +$484K 1.15% 25
2024
Q3 		$3.65M Buy
4,115
+2
+0% +$1.8K 1.18% 25
2024
Q2 		$3.72M Buy
4,113
+163
+4% +$130K 1.29% 23
2024
Q1 		$3.07M Buy
3,950
+14
+0.4% +$9.96K 1.1% 26
2023
Q4 		$2.29M Sell
3,936
-204
-5% -$119K 0.93% 31
2023
Q3 		$2.22M Buy
4,140
+19
+0.5% +$9.79K 1.02% 29
2023
Q2 		$1.93M Buy
4,121
+1,184
+40% +$497K 0.85% 31
2023
Q1 		$1.01M Sell
2,937
-1,120
-28% -$378K 0.51% 49
2022
Q4 		$1.48M Buy
4,057
+9
+0.2% +$3.19K 0.72% 36
2022
Q3 		$1.44M Buy
4,048
+213
+6% +$67.5K 0.72% 36
2022
Q2 		$1.26M Sell
3,835
-17
-0.4% -$5.1K 0.64% 33
2022
Q1 		$1.13M Buy
3,852
+1
+0% +$257 0.61% 39
2021
Q4 		$1.06M Hold
3,851
– – 0.57% 42
2021
Q3 		$981K Buy
3,851
+18
+0.5% +$4.44K 0.55% 45
2021
Q2 		$933K Sell
3,833
-55
-1% -$11K 0.55% 42
2021
Q1 		$741K Sell
3,888
-53
-1% -$10.4K 0.51% 46
2020
Q4 		$817K Buy
+3,941
New +$588K 0.58% 33

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BCGM Wealth Management's LLY Position: Q1 2026 in Review

BCGM Wealth Management reduced its Eli Lilly (LLY) stake by 0.43% in Q1 2026, selling an estimated $21.3K and leaving 4,909 shares worth $4.51M. The position accounts for 1.13% of the portfolio, ranked #28.

BCGM Wealth Management first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.3M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • BCGM Wealth Management held 4,909 shares of Eli Lilly worth $4.51M as of Q1 2026.
  • BCGM Wealth Management sold 21 Eli Lilly shares in Q1 2026, an estimated $21.3K.
  • Eli Lilly made up 1.13% of BCGM Wealth Management's portfolio in Q1 2026, its #28 holding.
  • BCGM Wealth Management first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
  • BCGM Wealth Management's Eli Lilly position peaked at $5.3M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.