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Beaird Harris Wealth Management’s Eli Lilly LLY Stock Holding History

Beaird Harris Wealth Management’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 		$592K Buy
493
+10
+2% +$10.2K 0.04% 88
2026
Q1 		$445K Sell
483
-14
-3% -$14.2K 0.03% 101
2025
Q4 		$535K Sell
497
-75
-13% -$71.7K 0.04% 88
2025
Q3 		$437K Buy
572
+72
+14% +$53.6K 0.03% 100
2025
Q2 		$390K Sell
500
-2
-0.4% -$1.55K 0.03% 102
2025
Q1 		$415K Buy
502
+7
+1% +$5.83K 0.04% 92
2024
Q4 		$382K Buy
495
+65
+15% +$53.8K 0.03% 98
2024
Q3 		$381K Sell
430
-82
-16% -$73.7K 0.03% 101
2024
Q2 		$464K Buy
512
+11
+2% +$8.8K 0.04% 80
2024
Q1 		$390K Buy
501
+48
+11% +$34.2K 0.04% 82
2023
Q4 		$264K Buy
453
+67
+17% +$39.1K 0.03% 95
2023
Q3 		$207K Sell
386
-38
-9% -$19.6K 0.02% 96
2023
Q2 		$199K Sell
424
-62
-13% -$26K 0.02% 98
2023
Q1 		$167K Sell
486
-47
-9% -$15.9K 0.03% 94
2022
Q4 		$195K Buy
533
+47
+10% +$16.7K 0.04% 89
2022
Q3 		$157K Buy
486
+176
+57% +$55.8K 0.03% 89
2022
Q2 		$101K Buy
310
+114
+58% +$34.2K 0.03% 94
2022
Q1 		$56K Buy
196
+10
+5% +$2.57K 0.02% 179
2021
Q4 		$51K Buy
+186
New +$47.2K 0.02% 233

Other funds holding LLY

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Beaird Harris Wealth Management's LLY Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 493 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #88.

Beaird Harris Wealth Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Beaird Harris Wealth Management held 493 shares of Eli Lilly worth $592K as of Q2 2026.
  • Beaird Harris Wealth Management bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
  • Eli Lilly made up 0.04% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Beaird Harris Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.