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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
Q2 		$963K Buy
803
+137
+21% +$140K 0.6% 23
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 $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

Bennett Associates Wealth Management's LLY Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its Eli Lilly (LLY) stake by 21% in Q2 2026, buying an estimated $140K and bringing the position to 803 shares worth $963K. The position accounts for 0.6% of the portfolio, ranked #23.

Bennett Associates Wealth Management first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bennett Associates Wealth Management held 803 shares of Eli Lilly worth $963K as of Q2 2026.
  • Bennett Associates Wealth Management bought 137 Eli Lilly shares in Q2 2026, an estimated $140K.
  • Eli Lilly made up 0.6% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Bennett Associates Wealth Management first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.