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Beaton Management Company’s Eli Lilly LLY Stock Holding History

Beaton Management Company’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 		$5.41M Sell
5,886
-25
-0.4% -$25.3K 2.41% 10
2025
Q4 		$6.35M Sell
5,911
-20
-0.3% -$19.1K 2.8% 5
2025
Q3 		$4.53M Buy
5,931
+20
+0.3% +$14.9K 2.06% 11
2025
Q2 		$4.61M Hold
5,911
– – 2.25% 10
2025
Q1 		$4.88M Hold
5,911
– – 2.53% 10
2024
Q4 		$4.56M Buy
5,911
+164
+3% +$136K 2.3% 10
2024
Q3 		$5.09M Buy
5,747
+15
+0.3% +$13.5K 2.58% 8
2024
Q2 		$5.19M Buy
5,732
+5
+0.1% +$4K 2.79% 5
2024
Q1 		$4.46M Buy
5,727
+27
+0.5% +$19.2K 2.43% 11
2023
Q4 		$3.32M Buy
+5,700
New +$3.33M 1.99% 14
2022
Q2 		– Sell
-4,858
Closed -$1.39M – 136
2022
Q1 		$1.39M Hold
4,858
– – 0.86% 40
2021
Q4 		$1.34M Sell
4,858
-85
-2% -$21.5K 0.8% 40
2021
Q3 		$1.14M Hold
4,943
– – 0.76% 41
2021
Q2 		$1.14M Buy
4,943
+450
+10% +$90.4K 0.72% 47
2021
Q1 		$839K Hold
4,493
– – 0.58% 54
2020
Q4 		$759K Hold
4,493
– – 0.56% 58
2020
Q3 		$665K Hold
4,493
– – 0.55% 60
2020
Q2 		$738K Hold
4,493
– – 0.66% 53
2020
Q1 		$623K Hold
4,493
– – 0.62% 57
2019
Q4 		$591K Hold
4,493
– – 0.46% 62
2019
Q3 		$502K Buy
4,493
+650
+17% +$72.4K 0.41% 71
2019
Q2 		$426K Hold
3,843
– – 0.35% 77
2019
Q1 		$499K Hold
3,843
– – 0.43% 70
2018
Q4 		$445K Sell
3,843
-100
-3% -$11.2K 0.44% 70
2018
Q3 		$423K Buy
3,943
+185
+5% +$18.5K 0.35% 80
2018
Q2 		$321K Hold
3,758
– – 0.29% 92
2018
Q1 		$291K Hold
3,758
– – 0.27% 96
2017
Q4 		$317K Hold
3,758
– – 0.29% 91
2017
Q3 		$321K Sell
3,758
-100
-3% -$8.2K 0.3% 86
2017
Q2 		$318K Buy
+3,858
New +$315K 0.32% 84

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

Beaton Management Company's LLY Position: Q1 2026 in Review

Beaton Management Company reduced its Eli Lilly (LLY) stake by 0.42% in Q1 2026, selling an estimated $25.3K and leaving 5,886 shares worth $5.41M. The position accounts for 2.41% of the portfolio, ranked #10.

Beaton Management Company first reported a position in LLY in Q2 2017 and has held it in 30 quarters since. The position peaked at $6.35M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Beaton Management Company held 5,886 shares of Eli Lilly worth $5.41M as of Q1 2026.
  • Beaton Management Company sold 25 Eli Lilly shares in Q1 2026, an estimated $25.3K.
  • Eli Lilly made up 2.41% of Beaton Management Company's portfolio in Q1 2026, its #10 holding.
  • Beaton Management Company first reported a position in Eli Lilly in Q2 2017 and has held it in 30 quarters since.
  • Beaton Management Company's Eli Lilly position peaked at $6.35M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.