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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
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 $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bernardo Wealth Planning's LLY Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Eli Lilly (LLY) stake by 24% in Q2 2026, buying an estimated $95K and bringing the position to 478 shares worth $574K. The position accounts for 0.1% of the portfolio, ranked #78.

Bernardo Wealth Planning first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bernardo Wealth Planning held 478 shares of Eli Lilly worth $574K as of Q2 2026.
  • Bernardo Wealth Planning bought 93 Eli Lilly shares in Q2 2026, an estimated $95K.
  • Eli Lilly made up 0.1% of Bernardo Wealth Planning's portfolio in Q2 2026, its #78 holding.
  • Bernardo Wealth Planning first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.