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Buckingham Strategic Wealth’s Eli Lilly LLY Stock Holding History

Buckingham Strategic 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
2024
Q2 		$7.49K Buy
+100
New +$80K ﹤0.01% 768

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Buckingham Strategic Wealth's LLY Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Eli Lilly (LLY) stake by 0.5% in Q2 2024, buying an estimated $83.2K and bringing the position to 20,767 shares worth $18.8M. The position accounts for 0.19% of the portfolio, ranked #66.

Buckingham Strategic Wealth first reported a position in LLY in Q3 2015 and has held it in 35 quarters since. 3,564 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

  • Buckingham Strategic Wealth held 20,767 shares of Eli Lilly worth $18.8M as of Q2 2024.
  • Buckingham Strategic Wealth bought 104 Eli Lilly shares in Q2 2024, an estimated $83.2K.
  • Eli Lilly made up 0.19% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #66 holding.
  • Buckingham Strategic Wealth first reported a position in Eli Lilly in Q3 2015 and has held it in 35 quarters since.
  • 3,564 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.