BFWA
LLY icon

Benchmark Financial Wealth Advisors’s Eli Lilly LLY Stock Holding History

Benchmark Financial Wealth 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
Q1 		$888K Buy
966
+87
+10% +$88.2K 0.25% 57
2025
Q4 		$945K Buy
879
+5
+0.6% +$4.78K 0.27% 52
2025
Q3 		$667K Sell
874
-38
-4% -$28.3K 0.2% 60
2025
Q2 		$711K Buy
912
+27
+3% +$21K 0.24% 52
2025
Q1 		$731K Buy
885
+27
+3% +$22.5K 0.28% 48
2024
Q4 		$662K Sell
858
-13
-1% -$10.8K 0.21% 51
2024
Q3 		$771K Buy
871
+16
+2% +$14.4K 0.26% 47
2024
Q2 		$774K Sell
855
-25
-3% -$20K 0.29% 36
2024
Q1 		$685K Buy
880
+61
+7% +$43.4K 0.26% 42
2023
Q4 		$477K Buy
819
+11
+1% +$6.42K 0.21% 45
2023
Q3 		$434K Buy
808
+19
+2% +$9.79K 0.2% 40
2023
Q2 		$370K Buy
+789
New +$331K 0.17% 45

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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