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Beaumont Financial Advisors’s Eli Lilly LLY Stock Holding History

Beaumont Financial 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 		$4.31M Sell
4,681
-20
-0.4% -$20.3K 0.3% 64
2025
Q4 		$5.05M Sell
4,701
-90
-2% -$86.1K 0.33% 56
2025
Q3 		$3.66M Buy
4,791
+294
+7% +$219K 0.24% 66
2025
Q2 		$3.51M Sell
4,497
-56
-1% -$43.5K 0.25% 64
2025
Q1 		$3.76M Sell
4,553
-1,005
-18% -$836K 0.29% 62
2024
Q4 		$4.29M Sell
5,558
-214
-4% -$177K 0.32% 59
2024
Q3 		$5.11M Buy
5,772
+243
+4% +$218K 0.4% 50
2024
Q2 		$5.01M Sell
5,529
-394
-7% -$315K 0.4% 51
2024
Q1 		$4.61M Sell
5,923
-433
-7% -$308K 0.38% 50
2023
Q4 		$3.7M Buy
6,356
+129
+2% +$75.3K 0.34% 55
2023
Q3 		$3.34M Sell
6,227
-69
-1% -$35.6K 0.33% 53
2023
Q2 		$2.95M Buy
6,296
+182
+3% +$76.3K 0.27% 63
2023
Q1 		$2.1M Buy
6,114
+30
+0.5% +$10.1K 0.21% 64
2022
Q4 		$2.23M Sell
6,084
-1,957
-24% -$694K 0.22% 63
2022
Q3 		$2.6M Sell
8,041
-1
-0% -$317 0.25% 56
2022
Q2 		$2.61M Sell
8,042
-212
-3% -$63.6K 0.23% 64
2022
Q1 		$2.36M Sell
8,254
-302
-4% -$77.7K 0.18% 97
2021
Q4 		$2.36M Buy
8,556
+6
+0.1% +$1.52K 0.17% 90
2021
Q3 		$1.98M Sell
8,550
-414
-5% -$102K 0.15% 102
2021
Q2 		$2.06M Buy
8,964
+331
+4% +$66.5K 0.16% 101
2021
Q1 		$1.61M Sell
8,633
-16
-0.2% -$3.13K 0.14% 106
2020
Q4 		$1.46M Buy
8,649
+351
+4% +$52.4K 0.13% 113
2020
Q3 		$1.23M Buy
8,298
+82
+1% +$12.7K 0.12% 125
2020
Q2 		$1.35M Sell
8,216
-227
-3% -$34.8K 0.14% 115
2020
Q1 		$1.17M Buy
8,443
+125
+2% +$17.2K 0.15% 96
2019
Q4 		$1.09M Sell
8,318
-3
-0% -$348 0.11% 125
2019
Q3 		$930K Buy
+8,321
New +$926K 0.09% 129

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

Beaumont Financial Advisors's LLY Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Eli Lilly (LLY) stake by 0.43% in Q1 2026, selling an estimated $20.3K and leaving 4,681 shares worth $4.31M. The position accounts for 0.3% of the portfolio, ranked #64.

Beaumont Financial Advisors first reported a position in LLY in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.11M in Q3 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Beaumont Financial Advisors held 4,681 shares of Eli Lilly worth $4.31M as of Q1 2026.
  • Beaumont Financial Advisors sold 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
  • Eli Lilly made up 0.3% of Beaumont Financial Advisors's portfolio in Q1 2026, its #64 holding.
  • Beaumont Financial Advisors first reported a position in Eli Lilly in Q3 2019 and has held it in 27 quarters since.
  • Beaumont Financial Advisors's Eli Lilly position peaked at $5.11M in Q3 2024.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.