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BHK Investment Advisors’s Eli Lilly LLY Stock Holding History

BHK Investment Advisors’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
2025
Q4 		– Sell
-557
Closed -$425K – 74
2025
Q3 		$425K Hold
557
– – 0.16% 50
2025
Q2 		$434K Buy
557
+10
+2% +$7.77K 0.17% 46
2025
Q1 		$452K Sell
547
-991
-64% -$825K 0.19% 45
2024
Q4 		$1.19M Sell
1,538
-48
-3% -$39.7K 0.45% 28
2024
Q3 		$1.4M Buy
1,586
+28
+2% +$25.2K 0.52% 22
2024
Q2 		$1.41M Hold
1,558
– – 0.55% 23
2024
Q1 		$1.21M Buy
1,558
+553
+55% +$394K 0.47% 28
2023
Q4 		$586K Sell
1,005
-549
-35% -$320K 0.34% 27
2023
Q3 		$835K Hold
1,554
– – 0.38% 25
2023
Q2 		$729K Sell
1,554
-209
-12% -$87.6K 0.31% 31
2023
Q1 		$605K Buy
1,763
+476
+37% +$161K 0.26% 33
2022
Q4 		$471K Buy
1,287
+657
+104% +$233K 0.26% 32
2022
Q3 		$204K Sell
630
-1,201
-66% -$381K 0.1% 64
2022
Q2 		$594K Buy
1,831
+4
+0.2% +$1.2K 0.27% 31
2022
Q1 		$523K Buy
1,827
+5
+0.3% +$1.29K 0.22% 32
2021
Q4 		$503K Buy
1,822
+4
+0.2% +$1.01K 0.2% 35
2021
Q3 		$420K Buy
1,818
+4
+0.2% +$987 0.17% 41
2021
Q2 		$416K Buy
1,814
+9
+0.5% +$1.81K 0.17% 40
2021
Q1 		$305K Hold
1,805
– – 0.14% 55
2020
Q4 		$305K Buy
1,805
+5
+0.3% +$747 0.14% 53
2020
Q3 		$266K Sell
1,800
-12
-0.7% -$1.86K 0.15% 52
2020
Q2 		$297K Buy
1,812
+6
+0.3% +$921 0.18% 42
2020
Q1 		$251K Buy
1,806
+6
+0.3% +$824 0.18% 42
2019
Q4 		$237K Sell
1,800
-750
-29% -$86.9K 0.14% 60
2019
Q3 		$285K Hold
2,550
– – 0.16% 65
2019
Q2 		$282K Sell
2,550
-1,140
-31% -$134K 0.16% 72
2019
Q1 		$479K Buy
+3,690
New +$449K 0.29% 50

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BHK Investment Advisors's LLY Position: Q4 2025 in Review

BHK Investment Advisors sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 557 shares — an estimated $425K sold.

BHK Investment Advisors first reported a position in LLY in Q1 2019 and held it in 27 quarters. The position peaked at $1.41M in Q2 2024. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • BHK Investment Advisors reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • BHK Investment Advisors sold 557 Eli Lilly shares in Q4 2025, an estimated $425K.
  • BHK Investment Advisors first reported a position in Eli Lilly in Q1 2019 and held it in 27 quarters.
  • BHK Investment Advisors's Eli Lilly position peaked at $1.41M in Q2 2024.
  • 4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on BHK Investment Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.