Bright Futures Wealth Management’s Eli Lilly LLY Stock Holding History

Bright Futures 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	$498K	Buy	415 +101	+32%	+$103K	0.32%	94
2026 Q1	$289K	Buy	314 +51	+19%	+$51.7K	0.2%	123
2025 Q4	$282K	Sell	263 -5	-2%	-$4.78K	0.21%	116
2025 Q3	$204K	Buy	+268	New	+$199K	0.16%	138
2025 Q1	–	Sell	-301	Closed	-$242K	–	116
2024 Q4	$242K	Sell	301 -1,268	-81%	-$1.05M	0.22%	106
2024 Q3	$1.33M	Buy	1,569 +433	+38%	+$389K	0.64%	41
2024 Q2	$914K	Buy	1,136 +82	+8%	+$65.6K	0.5%	56
2024 Q1	$958K	Buy	+1,054	New	+$750K	0.52%	56

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bright Futures Wealth Management's LLY Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Eli Lilly (LLY) stake by 32% in Q2 2026, buying an estimated $103K and bringing the position to 415 shares worth $498K. The position accounts for 0.32% of the portfolio, ranked #94.

Bright Futures Wealth Management first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q3 2024. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Bright Futures Wealth Management held 415 shares of Eli Lilly worth $498K as of Q2 2026.
Bright Futures Wealth Management bought 101 Eli Lilly shares in Q2 2026, an estimated $103K.
Eli Lilly made up 0.32% of Bright Futures Wealth Management's portfolio in Q2 2026, its #94 holding.
Bright Futures Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
Bright Futures Wealth Management's Eli Lilly position peaked at $1.33M in Q3 2024.
4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.