Bernardo Wealth Planning
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Bernardo Wealth Planning’s Eli Lilly LLY Stock Holding History

Bernardo Wealth Planning’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 		$1.26M Buy
1,094
+616
+129% +$727K 0.11% 78
2026
Q2 		$574K Buy
478
+93
+24% +$95K 0.1% 78
2026
Q1 		$354K Buy
385
+14
+4% +$14.2K 0.07% 88
2025
Q4 		$399K Buy
371
+24
+7% +$22.9K 0.08% 87
2025
Q3 		$265K Buy
347
+54
+18% +$40.2K 0.05% 102
2025
Q2 		$229K Buy
293
+17
+6% +$13.2K 0.05% 112
2025
Q1 		$228K Buy
+276
New +$230K 0.05% 103

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Bernardo Wealth Planning's LLY Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Eli Lilly (LLY) stake by 129% in Q3 2026, buying an estimated $727K and bringing the position to 1,094 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #78.

Bernardo Wealth Planning first reported a position in LLY in Q1 2025 and has held it in 7 quarters since. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Bernardo Wealth Planning held 1,094 shares of Eli Lilly worth $1.26M as of Q3 2026.
  • Bernardo Wealth Planning bought 616 Eli Lilly shares in Q3 2026, an estimated $727K.
  • Eli Lilly made up 0.11% of Bernardo Wealth Planning's portfolio in Q3 2026, its #78 holding.
  • Bernardo Wealth Planning first reported a position in Eli Lilly in Q1 2025 and has held it in 7 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.