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Berger Financial Group’s Eli Lilly LLY Stock Holding History

Berger Financial Group’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 		$6.02M Sell
6,540
-28
-0.4% -$28.4K 0.34% 69
2025
Q4 		$7.06M Sell
6,568
-195
-3% -$186K 0.41% 54
2025
Q3 		$5.16M Buy
6,763
+51
+0.8% +$38K 0.31% 76
2025
Q2 		$5.23M Buy
6,712
+169
+3% +$131K 0.34% 77
2025
Q1 		$5.4M Sell
6,543
-1
-0% -$832 0.38% 68
2024
Q4 		$5.05M Buy
6,544
+803
+14% +$665K 0.35% 73
2024
Q3 		$5.09M Buy
5,741
+2,841
+98% +$2.55M 0.37% 72
2024
Q2 		$2.63M Buy
2,900
+44
+2% +$35.2K 0.21% 100
2024
Q1 		$2.22M Buy
2,856
+104
+4% +$74K 0.18% 113
2023
Q4 		$1.6M Sell
2,752
-37
-1% -$21.6K 0.17% 105
2023
Q3 		$1.5M Buy
2,789
+14
+0.5% +$7.21K 0.17% 105
2023
Q2 		$1.3M Sell
2,775
-82
-3% -$34.4K 0.15% 107
2023
Q1 		$981K Buy
2,857
+453
+19% +$153K 0.12% 109
2022
Q4 		$880K Buy
2,404
+371
+18% +$132K 0.12% 110
2022
Q3 		$657K Buy
2,033
+594
+41% +$188K 0.1% 123
2022
Q2 		$467K Buy
1,439
+40
+3% +$12K 0.07% 146
2022
Q1 		$401K Sell
1,399
-159
-10% -$40.9K 0.05% 169
2021
Q4 		$430K Buy
1,558
+153
+11% +$38.8K 0.06% 166
2021
Q3 		$325K Buy
1,405
+195
+16% +$48.1K 0.06% 152
2021
Q2 		$278K Sell
1,210
-214
-15% -$43K 0.05% 164
2021
Q1 		$266K Buy
1,424
+62
+5% +$12.1K 0.06% 157
2020
Q4 		$230K Buy
+1,362
New +$203K 0.04% 187

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

Berger Financial Group's LLY Position: Q1 2026 in Review

Berger Financial Group reduced its Eli Lilly (LLY) stake by 0.43% in Q1 2026, selling an estimated $28.4K and leaving 6,540 shares worth $6.02M. The position accounts for 0.34% of the portfolio, ranked #69.

Berger Financial Group first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.06M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Berger Financial Group held 6,540 shares of Eli Lilly worth $6.02M as of Q1 2026.
  • Berger Financial Group sold 28 Eli Lilly shares in Q1 2026, an estimated $28.4K.
  • Eli Lilly made up 0.34% of Berger Financial Group's portfolio in Q1 2026, its #69 holding.
  • Berger Financial Group first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Eli Lilly position peaked at $7.06M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.