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Bellwether Advisors’s Eli Lilly LLY Stock Holding History

Bellwether 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
Q2 		$3.35M Buy
2,793
+935
+50% +$955K 0.5% 50
2026
Q1 		$1.71M Sell
1,858
-272
-13% -$276K 0.29% 77
2025
Q4 		$2.29M Buy
+2,130
New +$2.04M 0.37% 54
2025
Q3 		– Sell
-120
Closed -$93.5K – 377
2025
Q2 		$93.5K Buy
120
+35
+41% +$27.2K 0.02% 178
2025
Q1 		$70.2K Hold
85
– – 0.01% 195
2024
Q4 		$65.6K Buy
+85
New +$70.4K 0.01% 209
2023
Q2 		– Sell
-75
Closed -$25.8K – 285
2023
Q1 		$25.8K Hold
75
– – 0.01% 230
2022
Q4 		$27.4K Sell
75
-73
-49% -$25.9K 0.01% 226
2022
Q3 		$47K Buy
+148
New +$46.9K 0.02% 166

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 $3.38T AUM 44.17% 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

Bellwether Advisors's LLY Position: Q2 2026 in Review

Bellwether Advisors increased its Eli Lilly (LLY) stake by 50% in Q2 2026, buying an estimated $955K and bringing the position to 2,793 shares worth $3.35M. The position accounts for 0.5% of the portfolio, ranked #50.

Bellwether Advisors first reported a position in LLY in Q3 2022 and has held it in 9 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bellwether Advisors held 2,793 shares of Eli Lilly worth $3.35M as of Q2 2026.
  • Bellwether Advisors bought 935 Eli Lilly shares in Q2 2026, an estimated $955K.
  • Eli Lilly made up 0.5% of Bellwether Advisors's portfolio in Q2 2026, its #50 holding.
  • Bellwether Advisors first reported a position in Eli Lilly in Q3 2022 and has held it in 9 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.