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BOK Financial Private Wealth’s Eli Lilly LLY Stock Holding History

BOK Financial Private Wealth’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 		$891K Sell
743
-17
-2% -$17.4K 0.05% 88
2026
Q1 		$699K Sell
760
-137
-15% -$139K 0.04% 103
2025
Q4 		$964K Sell
897
-28
-3% -$26.8K 0.06% 90
2025
Q3 		$706K Sell
925
-41
-4% -$30.5K 0.04% 107
2025
Q2 		$753K Buy
966
+406
+73% +$315K 0.05% 102
2025
Q1 		$463K Buy
560
+436
+352% +$363K 0.03% 126
2024
Q4 		$95.7K Buy
124
+14
+13% +$11.6K 0.01% 213
2024
Q3 		$97.5K Hold
110
– – 0.01% 212
2024
Q2 		$99.6K Buy
110
+15
+16% +$12K 0.01% 207
2024
Q1 		$73.9K Hold
95
– – 0.01% 226
2023
Q4 		$55.4K Hold
95
– – ﹤0.01% 233
2023
Q3 		$51K Hold
95
– – ﹤0.01% 227
2023
Q2 		$44.6K Sell
95
-5
-5% -$2.1K ﹤0.01% 230
2023
Q1 		$34.3K Buy
100
+5
+5% +$1.69K ﹤0.01% 271
2022
Q4 		$34.8K Hold
95
– – ﹤0.01% 256
2022
Q3 		$31K Hold
95
– – ﹤0.01% 273
2022
Q2 		$31K Sell
95
-4,143
-98% -$1.24M ﹤0.01% 281
2022
Q1 		$1.21M Sell
4,238
-605
-12% -$156K 0.09% 123
2021
Q4 		$1.34M Buy
4,843
+483
+11% +$122K 0.09% 117
2021
Q3 		$1.01M Buy
4,360
+502
+13% +$124K 0.08% 111
2021
Q2 		$886K Buy
3,858
+766
+25% +$154K 0.07% 113
2021
Q1 		$578K Buy
3,092
+206
+7% +$40.3K 0.05% 126
2020
Q4 		$487K Buy
2,886
+1,442
+100% +$215K 0.05% 123
2020
Q3 		$214K Sell
1,444
-57
-4% -$8.82K 0.02% 158
2020
Q2 		$246K Buy
+1,501
New +$230K 0.03% 148
2017
Q2 		– Sell
-2,532
Closed -$213K – 144
2017
Q1 		$213K Buy
+2,532
New +$203K 0.03% 133
2016
Q4 		– Sell
-2,660
Closed -$213K – 145
2016
Q3 		$213K Buy
+2,660
New +$213K 0.03% 135

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

BOK Financial Private Wealth's LLY Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Eli Lilly (LLY) stake by 2.2% in Q2 2026, selling an estimated $17.4K and leaving 743 shares worth $891K. The position accounts for 0.05% of the portfolio, ranked #88.

BOK Financial Private Wealth first reported a position in LLY in Q3 2016 and has held it in 27 quarters since. The position peaked at $1.34M in Q4 2021. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BOK Financial Private Wealth held 743 shares of Eli Lilly worth $891K as of Q2 2026.
  • BOK Financial Private Wealth sold 17 Eli Lilly shares in Q2 2026, an estimated $17.4K.
  • Eli Lilly made up 0.05% of BOK Financial Private Wealth's portfolio in Q2 2026, its #88 holding.
  • BOK Financial Private Wealth first reported a position in Eli Lilly in Q3 2016 and has held it in 27 quarters since.
  • BOK Financial Private Wealth's Eli Lilly position peaked at $1.34M in Q4 2021.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.