BIP Wealth’s Eli Lilly LLY Stock Holding History

BIP 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 Q1	$2.82M	Sell	3,064 -609	-17%	-$617K	0.11%	114
2025 Q4	$3.95M	Buy	3,673 +2,268	+161%	+$2.17M	0.14%	100
2025 Q3	$1.07M	Buy	1,405 +520	+59%	+$387K	0.05%	120
2025 Q2	$690K	Sell	885 -120	-12%	-$93.2K	0.04%	129
2025 Q1	$830K	Sell	1,005 -131	-12%	-$109K	0.05%	112
2024 Q4	$877K	Buy	1,136 +148	+15%	+$123K	0.06%	109
2024 Q3	$875K	Buy	988 +237	+32%	+$213K	0.06%	99
2024 Q2	$680K	Sell	751 -194	-21%	-$155K	0.06%	97
2024 Q1	$735K	Buy	945 +49	+5%	+$34.9K	0.05%	103
2023 Q4	$522K	Buy	896 +280	+45%	+$163K	0.04%	114
2023 Q3	$331K	Sell	616 -89	-13%	-$45.9K	0.03%	128
2023 Q2	$331K	Sell	705 -20	-3%	-$8.39K	0.03%	131
2023 Q1	$249K	Buy	+725	New	+$245K	0.03%	156

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIP Wealth's LLY Position: Q1 2026 in Review

BIP Wealth reduced its Eli Lilly (LLY) stake by 17% in Q1 2026, selling an estimated $617K and leaving 3,064 shares worth $2.82M. The position accounts for 0.11% of the portfolio, ranked #114.

BIP Wealth first reported a position in LLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.95M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

BIP Wealth held 3,064 shares of Eli Lilly worth $2.82M as of Q1 2026.
BIP Wealth sold 609 Eli Lilly shares in Q1 2026, an estimated $617K.
Eli Lilly made up 0.11% of BIP Wealth's portfolio in Q1 2026, its #114 holding.
BIP Wealth first reported a position in Eli Lilly in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's Eli Lilly position peaked at $3.95M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.