Berkeley Capital Partners’s Eli Lilly LLY Stock Holding History

Berkeley Capital Partners’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	$1.27M	Buy	1,376 +65	+5%	+$65.9K	0.29%	74
2025 Q4	$1.41M	Buy	1,311 +30	+2%	+$28.7K	0.33%	57
2025 Q3	$977K	Buy	1,281 +41	+3%	+$30.5K	0.23%	88
2025 Q2	$967K	Sell	1,240 -120	-9%	-$93.2K	0.25%	86
2025 Q1	$1.12M	Buy	1,360 +54	+4%	+$44.9K	0.31%	72
2024 Q4	$1.01M	Sell	1,306 -2	-0.2%	-$1.66K	0.28%	76
2024 Q3	$1.16M	Buy	1,308 +99	+8%	+$89K	0.33%	65
2024 Q2	$1.09M	Buy	1,209 +132	+12%	+$106K	0.33%	60
2024 Q1	$838K	Buy	1,077 +208	+24%	+$148K	0.26%	80
2023 Q4	$507K	Buy	869 +247	+40%	+$144K	0.17%	107
2023 Q3	$334K	Buy	+622	New	+$321K	0.12%	116

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkeley Capital Partners's LLY Position: Q1 2026 in Review

Berkeley Capital Partners increased its Eli Lilly (LLY) stake by 5% in Q1 2026, buying an estimated $65.9K and bringing the position to 1,376 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #74.

Berkeley Capital Partners first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Berkeley Capital Partners held 1,376 shares of Eli Lilly worth $1.27M as of Q1 2026.
Berkeley Capital Partners bought 65 Eli Lilly shares in Q1 2026, an estimated $65.9K.
Eli Lilly made up 0.29% of Berkeley Capital Partners's portfolio in Q1 2026, its #74 holding.
Berkeley Capital Partners first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Berkeley Capital Partners's Eli Lilly position peaked at $1.41M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.