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Berkshire Money Management’s Eli Lilly LLY Stock Holding History

Berkshire Money 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 		– Sell
-346
Closed -$371K – 88
2025
Q4 		$371K Buy
+346
New +$331K 0.04% 85
2025
Q3 		– Sell
-312
Closed -$243K – 92
2025
Q2 		$243K Buy
312
+2
+0.6% +$1.55K 0.03% 90
2025
Q1 		$256K Sell
310
-81
-21% -$67.4K 0.03% 84
2024
Q4 		$302K Buy
+391
New +$324K 0.03% 72

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

Berkshire Money Management's LLY Position: Q1 2026 in Review

Berkshire Money Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 346 shares — an estimated $371K sold.

Berkshire Money Management first reported a position in LLY in Q4 2024 and held it in 4 quarters. The position peaked at $371K in Q4 2025. 4,358 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Berkshire Money Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 346 Eli Lilly shares in Q1 2026, an estimated $371K.
  • Berkshire Money Management first reported a position in Eli Lilly in Q4 2024 and held it in 4 quarters.
  • Berkshire Money Management's Eli Lilly position peaked at $371K in Q4 2025.
  • 4,358 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.