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BridgePort Financial Solutions’s Eli Lilly LLY Stock Holding History

BridgePort Financial Solutions’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 		$918K Buy
766
+77
+11% +$78.7K 0.23% 85
2026
Q1 		$633K Buy
689
+27
+4% +$27.4K 0.18% 103
2025
Q4 		$711K Sell
662
-28
-4% -$26.8K 0.19% 100
2025
Q3 		$526K Buy
+690
New +$513K 0.14% 127
2025
Q1 		– Sell
-233
Closed -$211K – 164
2024
Q4 		$211K Buy
+233
New +$193K 0.1% 152

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

BridgePort Financial Solutions's LLY Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $78.7K and bringing the position to 766 shares worth $918K. The position accounts for 0.23% of the portfolio, ranked #85.

BridgePort Financial Solutions first reported a position in LLY in Q4 2024 and has held it in 5 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BridgePort Financial Solutions held 766 shares of Eli Lilly worth $918K as of Q2 2026.
  • BridgePort Financial Solutions bought 77 Eli Lilly shares in Q2 2026, an estimated $78.7K.
  • Eli Lilly made up 0.23% of BridgePort Financial Solutions's portfolio in Q2 2026, its #85 holding.
  • BridgePort Financial Solutions first reported a position in Eli Lilly in Q4 2024 and has held it in 5 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.