BWM
LLY icon

BCS Wealth Management’s Eli Lilly LLY Stock Holding History

BCS 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
Q2 		$2.35M Buy
1,962
+137
+8% +$140K 0.42% 54
2026
Q1 		$1.68M Sell
1,825
-1,815
-50% -$1.84M 0.34% 65
2025
Q4 		$3.91M Sell
3,640
-655
-15% -$626K 0.4% 56
2025
Q3 		$3.28M Sell
4,295
-796
-16% -$592K 0.74% 35
2025
Q2 		$3.97M Buy
5,091
+183
+4% +$142K 0.85% 32
2025
Q1 		$4.05M Sell
4,908
-167
-3% -$139K 1.04% 27
2024
Q4 		$3.92M Buy
+5,075
New +$4.2M 0.97% 30
2024
Q2 		– Sell
-4,470
Closed -$3.48M – 188
2024
Q1 		$3.48M Buy
4,470
+513
+13% +$365K 1.12% 19
2023
Q4 		$2.31M Hold
3,957
– – 0.85% 30
2023
Q3 		$2.13M Buy
+3,957
New +$2.04M 0.88% 29
2023
Q2 		– Sell
-3,898
Closed -$1.34M – 141
2023
Q1 		$1.34M Sell
3,898
-28
-0.7% -$9.44K 0.61% 40
2022
Q4 		$1.44M Hold
3,926
– – 0.6% 44
2022
Q3 		$1.27M Sell
3,926
-60
-2% -$19K 0.6% 44
2022
Q2 		$1.29M Buy
3,986
+59
+2% +$17.7K 0.57% 43
2022
Q1 		$1.13M Sell
3,927
-1,947
-33% -$501K 0.47% 49
2021
Q4 		$1.62M Buy
5,874
+926
+19% +$235K 0.58% 43
2021
Q3 		$1.14M Buy
4,948
+7
+0.1% +$1.73K 0.49% 49
2021
Q2 		$1.13M Buy
4,941
+4
+0.1% +$803 0.6% 39
2021
Q1 		$922K Buy
4,937
+4
+0.1% +$782 0.44% 48
2020
Q4 		$833K Buy
4,933
+30
+0.6% +$4.48K 0.43% 54
2020
Q3 		$726K Buy
4,903
+5
+0.1% +$774 0.41% 51
2020
Q2 		$804K Hold
4,898
– – 0.48% 47
2020
Q1 		$679K Buy
+4,898
New +$673K 0.48% 45

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

BCS Wealth Management's LLY Position: Q2 2026 in Review

BCS Wealth Management increased its Eli Lilly (LLY) stake by 7.5% in Q2 2026, buying an estimated $140K and bringing the position to 1,962 shares worth $2.35M. The position accounts for 0.42% of the portfolio, ranked #54.

BCS Wealth Management first reported a position in LLY in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.05M in Q1 2025. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BCS Wealth Management held 1,962 shares of Eli Lilly worth $2.35M as of Q2 2026.
  • BCS Wealth Management bought 137 Eli Lilly shares in Q2 2026, an estimated $140K.
  • Eli Lilly made up 0.42% of BCS Wealth Management's portfolio in Q2 2026, its #54 holding.
  • BCS Wealth Management first reported a position in Eli Lilly in Q1 2020 and has held it in 23 quarters since.
  • BCS Wealth Management's Eli Lilly position peaked at $4.05M in Q1 2025.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.