BFIC
LLY icon

Bedell Frazier Investment Counselling’s Eli Lilly LLY Stock Holding History

Bedell Frazier Investment Counselling’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 		$11.9M Buy
12,980
+99
+0.8% +$100K 2.41% 8
2025
Q4 		$13.8M Buy
12,881
+3,042
+31% +$2.91M 2.67% 6
2025
Q3 		$7.51M Buy
9,839
+198
+2% +$147K 1.54% 23
2025
Q2 		$7.52M Buy
9,641
+5,390
+127% +$4.19M 1.89% 19
2025
Q1 		$3.51M Buy
4,251
+102
+2% +$84.9K 0.89% 35
2024
Q4 		$3.2M Buy
4,149
+48
+1% +$39.7K 0.79% 38
2024
Q3 		$3.63M Buy
4,101
+45
+1% +$40.5K 0.87% 37
2024
Q2 		$3.67M Buy
4,056
+2
+0% +$1.6K 0.89% 40
2024
Q1 		$3.15M Buy
4,054
+22
+0.5% +$15.7K 0.79% 40
2023
Q4 		$2.35M Buy
4,032
+1,459
+57% +$852K 0.65% 38
2023
Q3 		$1.38M Sell
2,573
-500
-16% -$258K 0.41% 48
2023
Q2 		$1.44M Sell
3,073
-27
-0.9% -$11.3K 0.42% 48
2023
Q1 		$1.06M Hold
3,100
– – 0.31% 50
2022
Q4 		$1.13M Hold
3,100
– – 0.3% 54
2022
Q3 		$1M Hold
3,100
– – 0.28% 53
2022
Q2 		$1M Hold
3,100
– – 0.31% 47
2022
Q1 		$888K Hold
3,100
– – 0.22% 54
2021
Q4 		$856K Hold
3,100
– – 0.21% 62
2021
Q3 		$716K Hold
3,100
– – 0.2% 57
2021
Q2 		$711K Hold
3,100
– – 0.18% 63
2021
Q1 		$579K Sell
3,100
-927
-23% -$181K 0.16% 60
2020
Q4 		$680K Hold
4,027
– – 0.21% 57
2020
Q3 		$596K Hold
4,027
– – 0.21% 54
2020
Q2 		$661K Hold
4,027
– – 0.27% 46
2020
Q1 		$559K Hold
4,027
– – 0.26% 40
2019
Q4 		$450K Hold
4,027
– – 0.18% 39
2019
Q3 		$450K Sell
4,027
-2,000
-33% -$223K 0.18% 41
2019
Q2 		$668K Buy
6,027
+2,000
+50% +$236K 0.24% 38
2019
Q1 		$523K Buy
+4,027
New +$490K 0.21% 42

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Bedell Frazier Investment Counselling's LLY Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Eli Lilly (LLY) stake by 0.77% in Q1 2026, buying an estimated $100K and bringing the position to 12,980 shares worth $11.9M. The position accounts for 2.41% of the portfolio, ranked #8.

Bedell Frazier Investment Counselling first reported a position in LLY in Q1 2019 and has held it in 29 quarters since. The position peaked at $13.8M in Q4 2025. 4,364 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bedell Frazier Investment Counselling held 12,980 shares of Eli Lilly worth $11.9M as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 99 Eli Lilly shares in Q1 2026, an estimated $100K.
  • Eli Lilly made up 2.41% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #8 holding.
  • Bedell Frazier Investment Counselling first reported a position in Eli Lilly in Q1 2019 and has held it in 29 quarters since.
  • Bedell Frazier Investment Counselling's Eli Lilly position peaked at $13.8M in Q4 2025.
  • 4,364 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.