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Beck Capital Management’s Eli Lilly LLY Stock Holding History

Beck Capital 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 		$7.64M Buy
6,366
+164
+3% +$168K 1.41% 25
2026
Q1 		$5.7M Buy
6,202
+120
+2% +$122K 1.31% 29
2025
Q4 		$6.54M Buy
6,082
+64
+1% +$61.2K 1.56% 18
2025
Q3 		$4.59M Sell
6,018
-26
-0.4% -$19.3K 1.06% 38
2025
Q2 		$4.71M Sell
6,044
-104
-2% -$80.8K 1.18% 32
2025
Q1 		$5.08M Sell
6,148
-524
-8% -$436K 1.49% 21
2024
Q4 		$5.15M Sell
6,672
-423
-6% -$350K 1.37% 25
2024
Q3 		$6.29M Sell
7,095
-1,825
-20% -$1.64M 1.68% 16
2024
Q2 		$8.08M Buy
8,920
+96
+1% +$76.8K 2.22% 9
2024
Q1 		$6.86M Buy
8,824
+163
+2% +$116K 1.97% 10
2023
Q4 		$5.05M Sell
8,661
-4,096
-32% -$2.39M 1.73% 16
2023
Q3 		$6.85M Sell
12,757
-352
-3% -$181K 2.64% 3
2023
Q2 		$6.15M Buy
13,109
+1,785
+16% +$749K 2.42% 3
2023
Q1 		$3.89M Buy
11,324
+193
+2% +$65.1K 1.65% 12
2022
Q4 		$4.07M Buy
11,131
+3,749
+51% +$1.33M 1.71% 9
2022
Q3 		$2.39M Buy
+7,382
New +$2.34M 1.02% 35

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

Beck Capital Management's LLY Position: Q2 2026 in Review

Beck Capital Management increased its Eli Lilly (LLY) stake by 2.6% in Q2 2026, buying an estimated $168K and bringing the position to 6,366 shares worth $7.64M. The position accounts for 1.41% of the portfolio, ranked #25.

Beck Capital Management first reported a position in LLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.08M in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Beck Capital Management held 6,366 shares of Eli Lilly worth $7.64M as of Q2 2026.
  • Beck Capital Management bought 164 Eli Lilly shares in Q2 2026, an estimated $168K.
  • Eli Lilly made up 1.41% of Beck Capital Management's portfolio in Q2 2026, its #25 holding.
  • Beck Capital Management first reported a position in Eli Lilly in Q3 2022 and has held it in 16 quarters since.
  • Beck Capital Management's Eli Lilly position peaked at $8.08M in Q2 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.