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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
Q2 		$120K Sell
100
-200
-67% -$204K ﹤0.01% 1858
2026
Q1 		$276K Sell
300
-100
-25% -$101K ﹤0.01% 1583
2025
Q4 		$430K Buy
+400
New +$382K ﹤0.01% 1122

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 Pointe Advisors's LLY Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Eli Lilly (LLY) stake by 1.3% in Q2 2026, selling an estimated $833K and leaving 61,241 shares worth $73.4M. The position accounts for 0.34% of the portfolio, ranked #66.

Beacon Pointe Advisors first reported a position in LLY in Q4 2018 and has held it in 31 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Beacon Pointe Advisors held 61,241 shares of Eli Lilly worth $73.4M as of Q2 2026.
  • Beacon Pointe Advisors sold 815 Eli Lilly shares in Q2 2026, an estimated $833K.
  • Eli Lilly made up 0.34% of Beacon Pointe Advisors's portfolio in Q2 2026, its #66 holding.
  • Beacon Pointe Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 31 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.