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Birchcreek Wealth Management’s Eli Lilly LLY Stock Holding History

Birchcreek Wealth 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
Q2 		$1.53M Buy
1,273
+109
+9% +$111K 0.59% 32
2026
Q1 		$1.07M Sell
1,164
-5
-0.4% -$5.07K 0.52% 37
2025
Q4 		$1.26M Sell
1,169
-97
-8% -$92.7K 0.62% 29
2025
Q3 		$966K Sell
1,266
-281
-18% -$209K 0.5% 39
2025
Q2 		$1.21M Sell
1,547
-52
-3% -$40.4K 0.68% 31
2025
Q1 		$1.32M Sell
1,599
-115
-7% -$95.7K 0.83% 21
2024
Q4 		$1.32M Sell
1,714
-216
-11% -$179K 0.83% 23
2024
Q3 		$1.71M Sell
1,930
-258
-12% -$232K 1.12% 19
2024
Q2 		$1.98M Buy
2,188
+48
+2% +$38.4K 1.12% 17
2024
Q1 		$1.66M Buy
2,140
+68
+3% +$48.4K 0.88% 28
2023
Q4 		$1.21M Sell
2,072
-7
-0.3% -$4.09K 0.72% 38
2023
Q3 		$1.12M Sell
2,079
-10
-0.5% -$5.15K 0.76% 36
2023
Q2 		$980K Buy
2,089
+348
+20% +$146K 0.68% 42
2023
Q1 		$598K Buy
1,741
+99
+6% +$33.4K 0.47% 54
2022
Q4 		$601K Hold
1,642
– – 0.53% 54
2022
Q3 		$531K Hold
1,642
– – 0.49% 57
2022
Q2 		$532K Buy
1,642
+330
+25% +$99.1K 0.48% 53
2022
Q1 		$376K Hold
1,312
– – 0.33% 69
2021
Q4 		$362K Hold
1,312
– – 0.32% 72
2021
Q3 		$303K Hold
1,312
– – 0.28% 81
2021
Q2 		$301K Hold
1,312
– – 0.29% 79
2021
Q1 		$245K Hold
1,312
– – 0.26% 92
2020
Q4 		$221K Buy
+1,312
New +$196K 0.22% 89

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 $3.37T 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
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

Birchcreek Wealth Management's LLY Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Eli Lilly (LLY) stake by 9.4% in Q2 2026, buying an estimated $111K and bringing the position to 1,273 shares worth $1.53M. The position accounts for 0.59% of the portfolio, ranked #32.

Birchcreek Wealth Management first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.98M in Q2 2024. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Birchcreek Wealth Management held 1,273 shares of Eli Lilly worth $1.53M as of Q2 2026.
  • Birchcreek Wealth Management bought 109 Eli Lilly shares in Q2 2026, an estimated $111K.
  • Eli Lilly made up 0.59% of Birchcreek Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Birchcreek Wealth Management first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's Eli Lilly position peaked at $1.98M in Q2 2024.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.