BCM
LLY icon

Berbice Capital Management’s Eli Lilly LLY Stock Holding History

Berbice Capital 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
Q3 		$23.1K Hold
20
– – 0.01% 79
2026
Q2 		$24K Hold
20
– – 0.01% 74
2026
Q1 		$18.4K Hold
20
– – 0.01% 120
2025
Q4 		$21.5K Hold
20
– – 0.01% 108
2025
Q3 		$15.3K Sell
20
-612
-97% -$455K 0.01% 150
2025
Q2 		$493K Sell
632
-260
-29% -$202K 0.35% 30
2025
Q1 		$737K Buy
892
+20
+2% +$16.6K 0.63% 23
2024
Q4 		$673K Buy
+872
New +$722K 0.54% 25

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Berbice Capital Management's LLY Position: Q3 2026 in Review

Berbice Capital Management held its Eli Lilly (LLY) position steady in Q3 2026 at 20 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #79.

Berbice Capital Management first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $737K in Q1 2025. 1,908 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Berbice Capital Management held 20 shares of Eli Lilly worth $23.1K as of Q3 2026.
  • Berbice Capital Management left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.01% of Berbice Capital Management's portfolio in Q3 2026, its #79 holding.
  • Berbice Capital Management first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • Berbice Capital Management's Eli Lilly position peaked at $737K in Q1 2025.
  • 1,908 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Berbice Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.