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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beacon Financial Advisory's LLY Position: Q1 2026 in Review

Beacon Financial Advisory increased its Eli Lilly (LLY) stake by 9.4% in Q1 2026, buying an estimated $60.8K and bringing the position to 699 shares worth $643K. The position accounts for 0.15% of the portfolio, ranked #185.

Beacon Financial Advisory first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $687K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Beacon Financial Advisory held 699 shares of Eli Lilly worth $643K as of Q1 2026.
Beacon Financial Advisory bought 60 Eli Lilly shares in Q1 2026, an estimated $60.8K.
Eli Lilly made up 0.15% of Beacon Financial Advisory's portfolio in Q1 2026, its #185 holding.
Beacon Financial Advisory first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Beacon Financial Advisory's Eli Lilly position peaked at $687K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.