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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 		$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 $84.5B AUM 11.36% 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.