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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
Q2 		$4.32M Buy
3,598
+534
+17% +$546K 0.12% 129
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
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

BIP Wealth's LLY Position: Q2 2026 in Review

BIP Wealth increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $546K and bringing the position to 3,598 shares worth $4.32M. The position accounts for 0.12% of the portfolio, ranked #129.

BIP Wealth first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BIP Wealth held 3,598 shares of Eli Lilly worth $4.32M as of Q2 2026.
  • BIP Wealth bought 534 Eli Lilly shares in Q2 2026, an estimated $546K.
  • Eli Lilly made up 0.12% of BIP Wealth's portfolio in Q2 2026, its #129 holding.
  • BIP Wealth first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.