BWM
LLY icon

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
Q2 		$489K Sell
408
-9
-2% -$9.2K 0.17% 106
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
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

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

BKM Wealth Management reduced its Eli Lilly (LLY) stake by 2.2% in Q2 2026, selling an estimated $9.2K and leaving 408 shares worth $489K. The position accounts for 0.17% of the portfolio, ranked #106.

BKM Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BKM Wealth Management held 408 shares of Eli Lilly worth $489K as of Q2 2026.
  • BKM Wealth Management sold 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 0.17% of BKM Wealth Management's portfolio in Q2 2026, its #106 holding.
  • BKM Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.