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Bridgewealth Advisory Group’s Eli Lilly LLY Stock Holding History

Bridgewealth Advisory Group’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
Q1 		$226K Hold
246
– – 0.05% 117
2025
Q4 		$264K Buy
+246
New +$235K 0.06% 102
2025
Q1 		– Sell
-246
Closed -$214K – 79
2024
Q4 		$214K Buy
246
+16
+7% +$13.2K 0.06% 105
2024
Q3 		$204K Buy
+230
New +$207K 0.07% 84
2024
Q2 		– Sell
-300
Closed -$233K – 79
2024
Q1 		$233K Buy
+300
New +$214K 0.11% 67

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bridgewealth Advisory Group's LLY Position: Q1 2026 in Review

Bridgewealth Advisory Group held its Eli Lilly (LLY) position steady in Q1 2026 at 246 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #117.

Bridgewealth Advisory Group first reported a position in LLY in Q1 2024 and has held it in 5 quarters since. The position peaked at $264K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bridgewealth Advisory Group held 246 shares of Eli Lilly worth $226K as of Q1 2026.
  • Bridgewealth Advisory Group left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.05% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #117 holding.
  • Bridgewealth Advisory Group first reported a position in Eli Lilly in Q1 2024 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's Eli Lilly position peaked at $264K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.