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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
Q2 		$1.17M Buy
976
+10
+1% +$10.2K 0.29% 52
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 $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

Benchmark Financial Wealth Advisors's LLY Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Eli Lilly (LLY) stake by 1% in Q2 2026, buying an estimated $10.2K and bringing the position to 976 shares worth $1.17M. The position accounts for 0.29% of the portfolio, ranked #52.

Benchmark Financial Wealth Advisors first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 976 shares of Eli Lilly worth $1.17M as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
  • Eli Lilly made up 0.29% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.