BNC Wealth Management
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BNC Wealth Management’s Eli Lilly LLY Stock Holding History

BNC 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
Q3 		$10.8M Buy
9,352
+3,413
+57% +$4.03M 2.48% 9
2026
Q2 		$7.12M Buy
+5,939
New +$6.07M 1.72% 20
2026
Q1 		– Sell
-227
Closed -$244K – 115
2025
Q4 		$244K Buy
+227
New +$217K 0.06% 95
2024
Q3 		– Sell
-225
Closed -$204K – 103
2024
Q2 		$204K Buy
+225
New +$180K 0.08% 96
2023
Q1 		– Sell
-7,190
Closed -$2.63M – 117
2022
Q4 		$2.63M Buy
+7,190
New +$2.55M 1.55% 17
2020
Q4 		– Sell
-122
Closed -$18K – 309
2020
Q3 		$18K Buy
+122
New +$18.9K 0.01% 239

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNC Wealth Management's LLY Position: Q3 2026 in Review

BNC Wealth Management increased its Eli Lilly (LLY) stake by 57% in Q3 2026, buying an estimated $4.03M and bringing the position to 9,352 shares worth $10.8M. The position accounts for 2.48% of the portfolio, ranked #9.

BNC Wealth Management first reported a position in LLY in Q3 2020 and has held it in 6 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • BNC Wealth Management held 9,352 shares of Eli Lilly worth $10.8M as of Q3 2026.
  • BNC Wealth Management bought 3,413 Eli Lilly shares in Q3 2026, an estimated $4.03M.
  • Eli Lilly made up 2.48% of BNC Wealth Management's portfolio in Q3 2026, its #9 holding.
  • BNC Wealth Management first reported a position in Eli Lilly in Q3 2020 and has held it in 6 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.