BFC
LLY icon

Bedel Financial Consulting’s Eli Lilly LLY Stock Holding History

Bedel Financial Consulting’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 		$16.9M Buy
18,400
+1,000
+6% +$1.01M 1.91% 7
2025
Q4 		$71.8K Hold
17,400
– – 0.01% 286
2025
Q3 		$578K Hold
17,400
– – 0.07% 143
2025
Q2 		$814K Hold
17,400
– – 0.11% 106
2025
Q1 		$980K Hold
17,400
– – 0.14% 91
2024
Q4 		$681K Buy
17,400
+2,200
+14% +$1.82M 0.09% 121
2024
Q3 		$22.1K Hold
15,200
– – ﹤0.01% 258
2024
Q2 		$19.5K Hold
15,200
– – ﹤0.01% 251
2024
Q1 		$93.6K Hold
15,200
– – 0.01% 248
2023
Q4 		$521K Buy
+15,200
New +$8.87M 0.1% 124

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

Bedel Financial Consulting's LLY Position: Q1 2026 in Review

Bedel Financial Consulting reduced its Eli Lilly (LLY) stake by 0.14% in Q1 2026, selling an estimated $467K and leaving 327,576 shares worth $301M. The position accounts for 33.92% of the portfolio, ranked #1.

Bedel Financial Consulting first reported a position in LLY in Q4 2017 and has held it in 34 quarters since. The position peaked at $353M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bedel Financial Consulting held 327,576 shares of Eli Lilly worth $301M as of Q1 2026.
  • Bedel Financial Consulting sold 461 Eli Lilly shares in Q1 2026, an estimated $467K.
  • Eli Lilly made up 33.92% of Bedel Financial Consulting's portfolio in Q1 2026, its #1 holding.
  • Bedel Financial Consulting first reported a position in Eli Lilly in Q4 2017 and has held it in 34 quarters since.
  • Bedel Financial Consulting's Eli Lilly position peaked at $353M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.