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Burk Holdings’s Eli Lilly LLY Stock Holding History

Burk Holdings’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 		$644K Buy
700
+68
+11% +$68.9K 0.28% 47
2025
Q4 		$679K Buy
632
+50
+9% +$47.8K 0.32% 44
2025
Q3 		$444K Hold
582
– – 0.24% 51
2025
Q2 		$454K Hold
582
– – 0.28% 39
2025
Q1 		$481K Hold
582
– – 0.36% 38
2024
Q4 		$449K Buy
+582
New +$482K 0.36% 35

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Burk Holdings's LLY Position: Q1 2026 in Review

Burk Holdings increased its Eli Lilly (LLY) stake by 11% in Q1 2026, buying an estimated $68.9K and bringing the position to 700 shares worth $644K. The position accounts for 0.28% of the portfolio, ranked #47.

Burk Holdings first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $679K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Burk Holdings held 700 shares of Eli Lilly worth $644K as of Q1 2026.
  • Burk Holdings bought 68 Eli Lilly shares in Q1 2026, an estimated $68.9K.
  • Eli Lilly made up 0.28% of Burk Holdings's portfolio in Q1 2026, its #47 holding.
  • Burk Holdings first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Burk Holdings's Eli Lilly position peaked at $679K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.