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Birch Financial Group’s Eli Lilly LLY Stock Holding History

Birch Financial Group’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 		– Sell
-439
Closed -$472K – 140
2025
Q4 		$472K Sell
439
-986
-69% -$943K 0.27% 73
2025
Q3 		$1.09M Buy
1,425
+227
+19% +$169K 0.64% 32
2025
Q2 		$934K Buy
1,198
+66
+6% +$51.3K 0.75% 31
2025
Q1 		$935K Buy
1,132
+560
+98% +$466K 0.83% 25
2024
Q4 		$442K Buy
+572
New +$474K 0.5% 44

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Birch Financial Group's LLY Position: Q1 2026 in Review

Birch Financial Group sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 439 shares — an estimated $472K sold.

Birch Financial Group first reported a position in LLY in Q4 2024 and held it in 5 quarters. The position peaked at $1.09M in Q3 2025. 4,363 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Birch Financial Group reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Birch Financial Group sold 439 Eli Lilly shares in Q1 2026, an estimated $472K.
  • Birch Financial Group first reported a position in Eli Lilly in Q4 2024 and held it in 5 quarters.
  • Birch Financial Group's Eli Lilly position peaked at $1.09M in Q3 2025.
  • 4,363 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Birch Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.