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Burkett Financial Services’s Eli Lilly LLY Stock Holding History

Burkett Financial Services’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
Q3 		$270K Buy
233
+36
+18% +$42.5K 0.08% 51
2026
Q2 		$237K Sell
197
-20
-9% -$20.4K 0.07% 47
2026
Q1 		$200K Sell
217
-15
-6% -$15.2K 0.07% 49
2025
Q4 		$250K Sell
232
-15
-6% -$14.3K 0.09% 45
2025
Q3 		$188K Sell
247
-109
-31% -$81.1K 0.06% 54
2025
Q2 		$278K Sell
356
-2
-0.6% -$1.55K 0.1% 44
2025
Q1 		$296K Buy
358
+1
+0.3% +$832 0.12% 40
2024
Q4 		$276K Sell
357
-11
-3% -$9.11K 0.11% 42
2024
Q3 		$326K Buy
368
+1
+0.3% +$899 0.13% 39
2024
Q2 		$333K Sell
367
-39
-10% -$31.2K 0.17% 36
2024
Q1 		$316K Buy
406
+16
+4% +$11.4K 0.16% 37
2023
Q4 		$227K Buy
+390
New +$228K 0.13% 40

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Burkett Financial Services's LLY Position: Q3 2026 in Review

Burkett Financial Services increased its Eli Lilly (LLY) stake by 18% in Q3 2026, buying an estimated $42.5K and bringing the position to 233 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #51.

Burkett Financial Services first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $333K in Q2 2024. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Burkett Financial Services held 233 shares of Eli Lilly worth $270K as of Q3 2026.
  • Burkett Financial Services bought 36 Eli Lilly shares in Q3 2026, an estimated $42.5K.
  • Eli Lilly made up 0.08% of Burkett Financial Services's portfolio in Q3 2026, its #51 holding.
  • Burkett Financial Services first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Eli Lilly position peaked at $333K in Q2 2024.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.