Beaton Management Company’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.02M | Sell |
5,856
-30
| -0.5% | -$30.7K | 2.86% | 5 |
|
|
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
Beaton Management Company's LLY Position: Q2 2026 in Review
Beaton Management Company reduced its Eli Lilly (LLY) stake by 0.51% in Q2 2026, selling an estimated $30.7K and leaving 5,856 shares worth $7.02M. The position accounts for 2.86% of the portfolio, ranked #5.
Beaton Management Company first reported a position in LLY in Q2 2017 and has held it in 31 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Beaton Management Company held 5,856 shares of Eli Lilly worth $7.02M as of Q2 2026.
- Beaton Management Company sold 30 Eli Lilly shares in Q2 2026, an estimated $30.7K.
- Eli Lilly made up 2.86% of Beaton Management Company's portfolio in Q2 2026, its #5 holding.
- Beaton Management Company first reported a position in Eli Lilly in Q2 2017 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 Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.