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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

BNC Wealth Management opened a new position in Eli Lilly (LLY) in Q2 2026: 5,939 shares worth $7.12M. The stake represents 1.72% of the portfolio and ranks #20 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in LLY as recently as Q4 2025.

BNC Wealth Management first reported a position in LLY in Q3 2020 and has held it in 5 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

BNC Wealth Management held 5,939 shares of Eli Lilly worth $7.12M as of Q2 2026.
Eli Lilly was a new BNC Wealth Management position in Q2 2026.
Eli Lilly made up 1.72% of BNC Wealth Management's portfolio in Q2 2026, its #20 holding.
BNC Wealth Management first reported a position in Eli Lilly in Q3 2020 and has held it in 5 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.