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Beverly Hills Private Wealth’s Eli Lilly LLY Stock Holding History

Beverly Hills Private Wealth’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 		$1.19M Sell
994
-134
-12% -$137K 0.23% 97
2026
Q1 		$1.04M Sell
1,128
-159
-12% -$161K 0.17% 124
2025
Q4 		$1.38M Sell
1,287
-26
-2% -$24.9K 0.24% 108
2025
Q3 		$1M Sell
1,313
-63
-5% -$46.9K 0.18% 127
2025
Q2 		$1.07M Sell
1,376
-95
-6% -$73.8K 0.2% 123
2025
Q1 		$1.21M Sell
1,471
-9
-0.6% -$7.49K 0.24% 111
2024
Q4 		$1.14M Sell
1,480
-241
-14% -$200K 0.23% 106
2024
Q3 		$1.52M Sell
1,721
-125
-7% -$112K 0.31% 91
2024
Q2 		$1.67M Sell
1,846
-54
-3% -$43.2K 0.36% 76
2024
Q1 		$1.48M Sell
1,900
-97
-5% -$69K 0.34% 79
2023
Q4 		$1.16M Buy
1,997
+207
+12% +$121K 0.3% 83
2023
Q3 		$961K Sell
1,790
-1,068
-37% -$550K 0.29% 85
2023
Q2 		$1.28M Buy
2,858
+1,153
+68% +$484K 0.21% 110
2023
Q1 		$585K Buy
1,705
+777
+84% +$262K 0.18% 126
2022
Q4 		$340K Buy
+928
New +$329K 0.15% 158

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's LLY Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Eli Lilly (LLY) stake by 12% in Q2 2026, selling an estimated $137K and leaving 994 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #97.

Beverly Hills Private Wealth first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q2 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Beverly Hills Private Wealth held 994 shares of Eli Lilly worth $1.19M as of Q2 2026.
  • Beverly Hills Private Wealth sold 134 Eli Lilly shares in Q2 2026, an estimated $137K.
  • Eli Lilly made up 0.23% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #97 holding.
  • Beverly Hills Private Wealth first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Eli Lilly position peaked at $1.67M in Q2 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.