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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
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 $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

Beacon Financial Advisory's LLY Position: Q2 2026 in Review

Beacon Financial Advisory held its Eli Lilly (LLY) position steady in Q2 2026 at 699 shares worth $838K. The position accounts for 0.17% of the portfolio, ranked #165.

Beacon Financial Advisory first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Beacon Financial Advisory held 699 shares of Eli Lilly worth $838K as of Q2 2026.
  • Beacon Financial Advisory left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.17% of Beacon Financial Advisory's portfolio in Q2 2026, its #165 holding.
  • Beacon Financial Advisory first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.