Beacon Financial Advisory
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Beacon Financial Advisory’s Eli Lilly LLY Stock Holding History

Beacon Financial Advisory’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
Q3 		$872K Buy
754
+55
+8% +$64.9K 0.17% 162
2026
Q2 		$838K Hold
699
– – 0.17% 165
2026
Q1 		$643K Buy
699
+60
+9% +$60.8K 0.15% 185
2025
Q4 		$687K Buy
639
+165
+35% +$158K 0.16% 168
2025
Q3 		$362K Buy
474
+39
+9% +$29K 0.08% 256
2025
Q2 		$339K Buy
435
+63
+17% +$49K 0.09% 259
2025
Q1 		$307K Buy
372
+92
+33% +$76.6K 0.09% 240
2024
Q4 		$216K Buy
280
+8
+3% +$6.62K 0.07% 273
2024
Q3 		$241K Buy
272
+37
+16% +$33.3K 0.08% 253
2024
Q2 		$212K Sell
235
-45
-16% -$36K 0.08% 263
2024
Q1 		$218K Buy
+280
New +$199K 0.11% 224

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Beacon Financial Advisory's LLY Position: Q3 2026 in Review

Beacon Financial Advisory increased its Eli Lilly (LLY) stake by 7.9% in Q3 2026, buying an estimated $64.9K and bringing the position to 754 shares worth $872K. The position accounts for 0.17% of the portfolio, ranked #162.

Beacon Financial Advisory first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. 2,534 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Beacon Financial Advisory held 754 shares of Eli Lilly worth $872K as of Q3 2026.
  • Beacon Financial Advisory bought 55 Eli Lilly shares in Q3 2026, an estimated $64.9K.
  • Eli Lilly made up 0.17% of Beacon Financial Advisory's portfolio in Q3 2026, its #162 holding.
  • Beacon Financial Advisory first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • 2,534 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.