BKM Wealth Management’s Eli Lilly LLY Stock Holding History

BKM 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 Q1	$384K	Sell	417 -2	-0.5%	-$2.03K	0.14%	112
2025 Q4	$450K	Buy	419 +60	+17%	+$57.4K	0.16%	107
2025 Q3	$274K	Sell	359 -61	-15%	-$45.4K	0.1%	135
2025 Q2	$327K	Hold	420	–	–	0.13%	125
2025 Q1	$347K	Sell	420 -60	-13%	-$49.9K	0.14%	123
2024 Q4	$371K	Buy	480 +221	+85%	+$183K	0.15%	121
2024 Q3	$229K	Buy	+259	New	+$233K	0.09%	154
2024 Q2	–	Sell	-241	Closed	-$187K	–	174
2024 Q1	$187K	Sell	241 -9	-4%	-$6.41K	0.08%	165
2023 Q4	$146K	Buy	+250	New	+$146K	0.06%	175

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

BKM Wealth Management's LLY Position: Q1 2026 in Review

BKM Wealth Management reduced its Eli Lilly (LLY) stake by 0.48% in Q1 2026, selling an estimated $2.03K and leaving 417 shares worth $384K. The position accounts for 0.14% of the portfolio, ranked #112.

BKM Wealth Management first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $450K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

BKM Wealth Management held 417 shares of Eli Lilly worth $384K as of Q1 2026.
BKM Wealth Management sold 2 Eli Lilly shares in Q1 2026, an estimated $2.03K.
Eli Lilly made up 0.14% of BKM Wealth Management's portfolio in Q1 2026, its #112 holding.
BKM Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's Eli Lilly position peaked at $450K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.