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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
Q2 		$339K Buy
283
+37
+15% +$37.8K 0.06% 95
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 $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

Bridgewealth Advisory Group's LLY Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Eli Lilly (LLY) stake by 15% in Q2 2026, buying an estimated $37.8K and bringing the position to 283 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #95.

Bridgewealth Advisory Group first reported a position in LLY in Q1 2024 and has held it in 6 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bridgewealth Advisory Group held 283 shares of Eli Lilly worth $339K as of Q2 2026.
  • Bridgewealth Advisory Group bought 37 Eli Lilly shares in Q2 2026, an estimated $37.8K.
  • Eli Lilly made up 0.06% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #95 holding.
  • Bridgewealth Advisory Group first reported a position in Eli Lilly in Q1 2024 and has held it in 6 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.