Blue Bell Private Wealth Management’s Eli Lilly LLY Stock Holding History

Blue Bell Private 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	$700K	Buy	584 +11	+2%	+$11.2K	0.09%	151
2026 Q1	$527K	Buy	573 +127	+28%	+$129K	0.08%	160
2025 Q4	$479K	Sell	446 -10	-2%	-$9.56K	0.07%	162
2025 Q3	$348K	Sell	456 -61	-12%	-$45.4K	0.05%	187
2025 Q2	$403K	Sell	517 -2	-0.4%	-$1.55K	0.07%	162
2025 Q1	$429K	Buy	519 +2	+0.4%	+$1.66K	0.08%	144
2024 Q4	$399K	Sell	517 -5	-1%	-$4.14K	0.08%	141
2024 Q3	$462K	Buy	522 +31	+6%	+$27.9K	0.09%	132
2024 Q2	$445K	Hold	491	–	–	0.09%	126
2024 Q1	$382K	Buy	491 +10	+2%	+$7.12K	0.08%	129
2023 Q4	$280K	Buy	481 +40	+9%	+$23.3K	0.07%	134
2023 Q3	$237K	Hold	441	–	–	0.06%	131
2023 Q2	$207K	Sell	441 -97	-18%	-$40.7K	0.05%	140
2023 Q1	$185K	Hold	538	–	–	0.06%	126
2022 Q4	$197K	Hold	538	–	–	0.06%	112
2022 Q3	$174K	Hold	538	–	–	0.06%	116
2022 Q2	$174K	Hold	538	–	–	0.06%	111
2022 Q1	$154K	Hold	538	–	–	0.04%	124
2021 Q4	$149K	Buy	+538	New	+$136K	0.04%	120

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Bell Private Wealth Management's LLY Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Eli Lilly (LLY) stake by 1.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 584 shares worth $700K. The position accounts for 0.09% of the portfolio, ranked #151.

Blue Bell Private Wealth Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Blue Bell Private Wealth Management held 584 shares of Eli Lilly worth $700K as of Q2 2026.
Blue Bell Private Wealth Management bought 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
Eli Lilly made up 0.09% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #151 holding.
Blue Bell Private Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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