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Beacon Pointe Advisors’s Eli Lilly LLY Stock Holding History

Beacon Pointe Advisors’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 		$57.1M Buy
62,056
+16,929
+38% +$17.2M 0.3% 73
2025
Q4 		$48.5M Buy
45,127
+1,314
+3% +$1.26M 0.34% 65
2025
Q3 		$33.4M Sell
43,813
-1,415
-3% -$1.05M 0.28% 75
2025
Q2 		$35.3M Sell
45,228
-34,192
-43% -$26.6M 0.37% 52
2025
Q1 		$65.6M Buy
79,420
+9,502
+14% +$7.91M 0.74% 27
2024
Q4 		$54M Buy
69,918
+12,334
+21% +$10.2M 0.6% 35
2024
Q3 		$51M Buy
57,584
+7,261
+14% +$6.53M 0.59% 36
2024
Q2 		$45.6M Buy
50,323
+6,118
+14% +$4.89M 0.54% 39
2024
Q1 		$34.4M Sell
44,205
-21,906
-33% -$15.6M 0.38% 50
2023
Q4 		$38.5M Buy
66,111
+132
+0.2% +$77K 0.46% 42
2023
Q3 		$35.4M Buy
65,979
+12,136
+23% +$6.25M 0.44% 44
2023
Q2 		$25.3M Sell
53,843
-17,010
-24% -$7.13M 0.41% 55
2023
Q1 		$24.3M Buy
70,853
+30,607
+76% +$10.3M 0.41% 56
2022
Q4 		$14.7M Buy
40,246
+10,506
+35% +$3.72M 0.29% 86
2022
Q3 		$9.62M Sell
29,740
-10
-0% -$3.17K 0.22% 105
2022
Q2 		$9.65M Buy
29,750
+815
+3% +$245K 0.2% 116
2022
Q1 		$8.29M Buy
28,935
+9,317
+47% +$2.4M 0.11% 183
2021
Q4 		$5.42M Sell
19,618
-854
-4% -$216K 0.14% 136
2021
Q3 		$4.73M Buy
20,472
+8,033
+65% +$1.98M 0.12% 177
2021
Q2 		$2.85M Buy
12,439
+4,888
+65% +$982K 0.1% 178
2021
Q1 		$1.41M Sell
7,551
-529
-7% -$103K 0.09% 176
2020
Q4 		$1.36M Buy
8,080
+1,387
+21% +$207K 0.09% 166
2020
Q3 		$991K Sell
6,693
-622
-9% -$96.3K 0.1% 166
2020
Q2 		$1.2M Buy
7,315
+1,102
+18% +$169K 0.12% 146
2020
Q1 		$861K Buy
6,213
+1,832
+42% +$252K 0.14% 139
2019
Q4 		$578K Sell
4,381
-231
-5% -$26.8K 0.18% 118
2019
Q3 		$517K Sell
4,612
-360
-7% -$40.1K 0.22% 100
2019
Q2 		$553K Buy
4,972
+45
+0.9% +$5.3K 0.2% 112
2019
Q1 		$638K Sell
4,927
-250
-5% -$30.4K 0.24% 101
2018
Q4 		$600K Buy
+5,177
New +$578K 0.36% 79

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beacon Pointe Advisors's LLY Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Eli Lilly (LLY) stake by 38% in Q1 2026, buying an estimated $17.2M and bringing the position to 62,056 shares worth $57.1M. The position accounts for 0.3% of the portfolio, ranked #73.

Beacon Pointe Advisors first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $65.6M in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Beacon Pointe Advisors held 62,056 shares of Eli Lilly worth $57.1M as of Q1 2026.
  • Beacon Pointe Advisors bought 16,929 Eli Lilly shares in Q1 2026, an estimated $17.2M.
  • Eli Lilly made up 0.3% of Beacon Pointe Advisors's portfolio in Q1 2026, its #73 holding.
  • Beacon Pointe Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Eli Lilly position peaked at $65.6M in Q1 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.