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Beacon Financial Group’s Eli Lilly LLY Stock Holding History

Beacon Financial Group’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 		$888K Buy
740
+107
+17% +$109K 0.08% 187
2026
Q1 		$583K Buy
633
+2
+0.3% +$2.03K 0.06% 221
2025
Q4 		$678K Buy
631
+133
+27% +$127K 0.07% 194
2025
Q3 		$380K Buy
498
+4
+0.8% +$2.98K 0.04% 265
2025
Q2 		$385K Buy
494
+48
+11% +$37.3K 0.04% 255
2025
Q1 		$368K Buy
446
+18
+4% +$15K 0.04% 256
2024
Q4 		$330K Sell
428
-695
-62% -$575K 0.04% 272
2024
Q3 		$995K Buy
1,123
+137
+14% +$123K 0.11% 155
2024
Q2 		$892K Buy
986
+71
+8% +$56.8K 0.1% 165
2024
Q1 		$712K Sell
915
-72
-7% -$51.2K 0.08% 185
2023
Q4 		$575K Buy
987
+12
+1% +$7K 0.07% 189
2023
Q3 		$540K Buy
975
+12
+1% +$6.18K 0.08% 172
2023
Q2 		$447K Buy
963
+65
+7% +$27.3K 0.06% 179
2023
Q1 		$329K Sell
898
-66
-7% -$22.3K 0.05% 196
2022
Q4 		$353K Hold
964
– – 0.05% 199
2022
Q3 		$318K Buy
+964
New +$305K 0.05% 209

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Beacon Financial Group increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $109K and bringing the position to 740 shares worth $888K. The position accounts for 0.08% of the portfolio, ranked #187.

Beacon Financial Group first reported a position in LLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $995K in Q3 2024. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Beacon Financial Group held 740 shares of Eli Lilly worth $888K as of Q2 2026.
  • Beacon Financial Group bought 107 Eli Lilly shares in Q2 2026, an estimated $109K.
  • Eli Lilly made up 0.08% of Beacon Financial Group's portfolio in Q2 2026, its #187 holding.
  • Beacon Financial Group first reported a position in Eli Lilly in Q3 2022 and has held it in 16 quarters since.
  • Beacon Financial Group's Eli Lilly position peaked at $995K in Q3 2024.
  • 1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.