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BWM Planning’s Eli Lilly LLY Stock Holding History

BWM Planning’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 		$1.09M Sell
1,188
-20
-2% -$20.3K 0.29% 45
2025
Q4 		$1.3M Buy
1,208
+39
+3% +$37.3K 0.35% 42
2025
Q3 		$892K Buy
1,169
+28
+2% +$20.8K 0.27% 47
2025
Q2 		$889K Buy
1,141
+112
+11% +$87K 0.31% 46
2025
Q1 		$850K Hold
1,029
– – 0.36% 44
2024
Q4 		$794K Hold
1,029
– – 0.35% 47
2024
Q3 		$912K Buy
+1,029
New +$925K 0.4% 45

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

BWM Planning's LLY Position: Q1 2026 in Review

BWM Planning reduced its Eli Lilly (LLY) stake by 1.7% in Q1 2026, selling an estimated $20.3K and leaving 1,188 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #45.

BWM Planning first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • BWM Planning held 1,188 shares of Eli Lilly worth $1.09M as of Q1 2026.
  • BWM Planning sold 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
  • Eli Lilly made up 0.29% of BWM Planning's portfolio in Q1 2026, its #45 holding.
  • BWM Planning first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Eli Lilly position peaked at $1.3M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.