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Buckley Wealth Management’s Eli Lilly LLY Stock Holding History

Buckley 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 		$1.13M Buy
943
+80
+9% +$81.7K 0.28% 69
2026
Q1 		$795K Buy
863
+107
+14% +$108K 0.2% 82
2025
Q4 		$812K Sell
756
-5
-0.7% -$4.78K 0.22% 79
2025
Q3 		$581K Sell
761
-51
-6% -$38K 0.16% 84
2025
Q2 		$633K Buy
812
+209
+35% +$162K 0.19% 82
2025
Q1 		$498K Buy
603
+57
+10% +$47.4K 0.15% 85
2024
Q4 		$422K Buy
546
+19
+4% +$15.7K 0.13% 84
2024
Q3 		$467K Buy
527
+37
+8% +$33.3K 0.14% 82
2024
Q2 		$444K Sell
490
-3
-0.6% -$2.4K 0.14% 84
2024
Q1 		$384K Buy
+493
New +$351K 0.12% 89
2021
Q1 		– Sell
-2,624
Closed -$443K – 130
2020
Q4 		$443K Buy
2,624
+5
+0.2% +$747 0.18% 83
2020
Q3 		$388K Sell
2,619
-698
-21% -$108K 0.17% 85
2020
Q2 		$545K Hold
3,317
– – 0.25% 77
2020
Q1 		$460K Sell
3,317
-240
-7% -$33K 0.25% 79
2019
Q4 		$467K Hold
3,557
– – 0.21% 84
2019
Q3 		$398K Sell
3,557
-105
-3% -$11.7K 0.19% 92
2019
Q2 		$406K Hold
3,662
– – 0.19% 101
2019
Q1 		$475K Sell
3,662
-30
-0.8% -$3.65K 0.23% 90
2018
Q4 		$427K Sell
3,692
-340
-8% -$38K 0.22% 93
2018
Q3 		$433K Hold
4,032
– – 0.19% 102
2018
Q2 		$344K Sell
4,032
-405
-9% -$33.3K 0.16% 120
2018
Q1 		$343K Sell
4,437
-545
-11% -$43.9K 0.17% 118
2017
Q4 		$421K Buy
+4,982
New +$424K 0.21% 108

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

Buckley Wealth Management's LLY Position: Q2 2026 in Review

Buckley Wealth Management increased its Eli Lilly (LLY) stake by 9.3% in Q2 2026, buying an estimated $81.7K and bringing the position to 943 shares worth $1.13M. The position accounts for 0.28% of the portfolio, ranked #69.

Buckley Wealth Management first reported a position in LLY in Q4 2017 and has held it in 23 quarters since. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Buckley Wealth Management held 943 shares of Eli Lilly worth $1.13M as of Q2 2026.
  • Buckley Wealth Management bought 80 Eli Lilly shares in Q2 2026, an estimated $81.7K.
  • Eli Lilly made up 0.28% of Buckley Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Buckley Wealth Management first reported a position in Eli Lilly in Q4 2017 and has held it in 23 quarters since.
  • 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.