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
Q2 		$22.1M Hold
18,400
– – 2.07% 6
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 $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

Bedel Financial Consulting's LLY Position: Q2 2026 in Review

Bedel Financial Consulting increased its Eli Lilly (LLY) stake by 0.19% in Q2 2026, buying an estimated $636K and bringing the position to 328,198 shares worth $394M. The position accounts for 36.97% of the portfolio, ranked #1.

Bedel Financial Consulting first reported a position in LLY in Q4 2017 and has held it in 35 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bedel Financial Consulting held 328,198 shares of Eli Lilly worth $394M as of Q2 2026.
  • Bedel Financial Consulting bought 622 Eli Lilly shares in Q2 2026, an estimated $636K.
  • Eli Lilly made up 36.97% of Bedel Financial Consulting's portfolio in Q2 2026, its #1 holding.
  • Bedel Financial Consulting first reported a position in Eli Lilly in Q4 2017 and has held it in 35 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.