Birch Capital Management
LLY icon

Birch Capital Management’s Eli Lilly LLY Stock Holding History

Birch Capital Management’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
Q3 		$160K Buy
138
+35
+34% +$41.3K 0.07% 60
2026
Q2 		$124K Buy
+103
New +$105K 0.06% 63
2026
Q1 		– Sell
-59
Closed -$63.4K – 80
2025
Q4 		$63.4K Buy
+59
New +$56.4K 0.03% 70

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Birch Capital Management's LLY Position: Q3 2026 in Review

Birch Capital Management increased its Eli Lilly (LLY) stake by 34% in Q3 2026, buying an estimated $41.3K and bringing the position to 138 shares worth $160K. The position accounts for 0.07% of the portfolio, ranked #60.

Birch Capital Management first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Birch Capital Management held 138 shares of Eli Lilly worth $160K as of Q3 2026.
  • Birch Capital Management bought 35 Eli Lilly shares in Q3 2026, an estimated $41.3K.
  • Eli Lilly made up 0.07% of Birch Capital Management's portfolio in Q3 2026, its #60 holding.
  • Birch Capital Management first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.