Beacon Financial Strategies’s Eli Lilly LLY Stock Holding History

Beacon Financial Strategies’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	$961K	Hold	801	–	–	0.48%	12
2026 Q1	$737K	Hold	801	–	–	0.42%	12
2025 Q4	$861K	Sell	801 -9	-1%	-$8.61K	0.48%	12
2025 Q3	$618K	Hold	810	–	–	0.36%	15
2025 Q2	$631K	Sell	810 -40	-5%	-$31.1K	0.4%	13
2025 Q1	$702K	Hold	850	–	–	0.47%	12
2024 Q4	$656K	Sell	850 -28	-3%	-$23.2K	0.44%	12
2024 Q3	$778K	Hold	878	–	–	0.53%	12
2024 Q2	$795K	Sell	878 -66	-7%	-$52.8K	0.57%	12
2024 Q1	$735K	Sell	944 -29	-3%	-$20.6K	0.53%	12
2023 Q4	$567K	Sell	973 -9	-0.9%	-$5.25K	0.44%	13
2023 Q3	$528K	Hold	982	–	–	0.46%	13
2023 Q2	$461K	Hold	982	–	–	0.38%	21
2023 Q1	$337K	Hold	982	–	–	0.29%	25
2022 Q4	$359K	Sell	982 -61	-6%	-$21.6K	0.33%	25
2022 Q3	$337K	Hold	1,043	–	–	0.32%	22
2022 Q2	$338K	Hold	1,043	–	–	0.32%	25
2022 Q1	$299K	Hold	1,043	–	–	0.26%	28
2021 Q4	$288K	Hold	1,043	–	–	0.25%	29
2021 Q3	$241K	Sell	1,043 -20	-2%	-$4.94K	0.22%	29
2021 Q2	$244K	Buy	+1,063	New	+$214K	0.21%	29

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Beacon Financial Strategies held its Eli Lilly (LLY) position steady in Q2 2026 at 801 shares worth $961K. The position accounts for 0.48% of the portfolio, ranked #12.

Beacon Financial Strategies first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Beacon Financial Strategies held 801 shares of Eli Lilly worth $961K as of Q2 2026.
Beacon Financial Strategies left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.48% of Beacon Financial Strategies's portfolio in Q2 2026, its #12 holding.
Beacon Financial Strategies first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.