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Bearing Point Capital’s Eli Lilly LLY Stock Holding History

Bearing Point Capital’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 		$8.61M Buy
7,175
+4,400
+159% +$4.5M 1.16% 27
2026
Q1 		$2.55M Sell
2,775
-2
-0.1% -$2.03K 0.4% 66
2025
Q4 		$2.98M Buy
2,777
+103
+4% +$98.5K 0.47% 64
2025
Q3 		$2.04M Sell
2,674
-253
-9% -$188K 0.35% 67
2025
Q2 		$2.28M Buy
2,927
+204
+7% +$159K 0.42% 64
2025
Q1 		$2.25M Buy
2,723
+237
+10% +$197K 0.48% 63
2024
Q4 		$1.92M Buy
+2,486
New +$2.06M 0.4% 65

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

Bearing Point Capital's LLY Position: Q2 2026 in Review

Bearing Point Capital increased its Eli Lilly (LLY) stake by 159% in Q2 2026, buying an estimated $4.5M and bringing the position to 7,175 shares worth $8.61M. The position accounts for 1.16% of the portfolio, ranked #27.

Bearing Point Capital first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bearing Point Capital held 7,175 shares of Eli Lilly worth $8.61M as of Q2 2026.
  • Bearing Point Capital bought 4,400 Eli Lilly shares in Q2 2026, an estimated $4.5M.
  • Eli Lilly made up 1.16% of Bearing Point Capital's portfolio in Q2 2026, its #27 holding.
  • Bearing Point Capital first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.