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Bennett Associates Wealth Management’s Eli Lilly LLY Stock Holding History

Bennett Associates Wealth Management’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 		$613K Buy
666
+224
+51% +$227K 0.41% 27
2025
Q4 		$475K Buy
442
+133
+43% +$127K 0.33% 32
2025
Q3 		$236K Buy
+309
New +$230K 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 $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

Bennett Associates Wealth Management's LLY Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its Eli Lilly (LLY) stake by 51% in Q1 2026, buying an estimated $227K and bringing the position to 666 shares worth $613K. The position accounts for 0.41% of the portfolio, ranked #27.

Bennett Associates Wealth Management first reported a position in LLY in Q3 2025 and has held it in 3 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bennett Associates Wealth Management held 666 shares of Eli Lilly worth $613K as of Q1 2026.
  • Bennett Associates Wealth Management bought 224 Eli Lilly shares in Q1 2026, an estimated $227K.
  • Eli Lilly made up 0.41% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Bennett Associates Wealth Management first reported a position in Eli Lilly in Q3 2025 and has held it in 3 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.