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Burling Wealth Partners’s Eli Lilly LLY Stock Holding History

Burling Wealth Partners’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 		$12.1M Sell
13,106
-175
-1% -$177K 1.95% 13
2025
Q4 		$14.3M Buy
13,281
+758
+6% +$725K 2.22% 13
2025
Q3 		$9.56M Buy
12,523
+2,120
+20% +$1.58M 1.58% 17
2025
Q2 		$8.11M Buy
10,403
+1,415
+16% +$1.1M 1.5% 17
2025
Q1 		$7.42M Buy
8,988
+820
+10% +$682K 1.56% 16
2024
Q4 		$6.31M Buy
+8,168
New +$6.76M 1.29% 16

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

Burling Wealth Partners's LLY Position: Q1 2026 in Review

Burling Wealth Partners reduced its Eli Lilly (LLY) stake by 1.3% in Q1 2026, selling an estimated $177K and leaving 13,106 shares worth $12.1M. The position accounts for 1.95% of the portfolio, ranked #13.

Burling Wealth Partners first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.3M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Burling Wealth Partners held 13,106 shares of Eli Lilly worth $12.1M as of Q1 2026.
  • Burling Wealth Partners sold 175 Eli Lilly shares in Q1 2026, an estimated $177K.
  • Eli Lilly made up 1.95% of Burling Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Burling Wealth Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Eli Lilly position peaked at $14.3M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.