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C.M. Bidwell & Associates’s Eli Lilly LLY Stock Holding History

C.M. Bidwell & Associates’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 		$241K Buy
+262
New +$266K 0.11% 121
2024
Q4 		– Sell
-385
Closed -$341K – 517
2024
Q3 		$341K Sell
385
-10
-3% -$8.99K 0.21% 79
2024
Q2 		$358K Hold
395
– – 0.24% 74
2024
Q1 		$307K Sell
395
-270
-41% -$192K 0.21% 83
2023
Q4 		$388K Sell
665
-122
-16% -$71.2K 0.29% 68
2023
Q3 		$423K Sell
787
-2
-0.3% -$1.03K 0.32% 52
2023
Q2 		$370K Buy
789
+507
+180% +$213K 0.27% 62
2023
Q1 		$96.8K Sell
282
-313
-53% -$106K 0.07% 238
2022
Q4 		$218K Sell
595
-106
-15% -$37.6K 0.17% 113
2022
Q3 		$227K Buy
+701
New +$222K 0.19% 95
2020
Q1 		– Sell
-42
Closed -$6K – 413
2019
Q4 		$6K Sell
42
-3,215
-99% -$373K 0.01% 325
2019
Q3 		$364K Buy
3,257
+67
+2% +$7.46K 0.36% 81
2019
Q2 		$353K Sell
3,190
-1,850
-37% -$218K 0.35% 90
2019
Q1 		$654K Sell
5,040
-3,405
-40% -$414K 0.65% 35
2018
Q4 		$977K Buy
8,445
+1,650
+24% +$184K 1.06% 14
2018
Q3 		$729K Buy
6,795
+2,290
+51% +$229K 0.69% 40
2018
Q2 		$384K Buy
+4,505
New +$370K 0.36% 77
2017
Q2 		– Sell
-52,315
Closed -$4.4M – 357
2017
Q1 		$4.4M Hold
52,315
– – 0.99% 34
2016
Q4 		$3.85M Buy
+52,315
New +$3.9M 0.91% 47

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

C.M. Bidwell & Associates's LLY Position: Q1 2026 in Review

C.M. Bidwell & Associates opened a new position in Eli Lilly (LLY) in Q1 2026: 262 shares worth $241K. The stake represents 0.11% of the portfolio and ranks #121 among its holdings. This is a return to the name: C.M. Bidwell & Associates previously reported a position in LLY as recently as Q3 2024.

C.M. Bidwell & Associates first reported a position in LLY in Q4 2016 and has held it in 19 quarters since. The position peaked at $4.4M in Q1 2017. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • C.M. Bidwell & Associates held 262 shares of Eli Lilly worth $241K as of Q1 2026.
  • Eli Lilly was a new C.M. Bidwell & Associates position in Q1 2026.
  • Eli Lilly made up 0.11% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #121 holding.
  • C.M. Bidwell & Associates first reported a position in Eli Lilly in Q4 2016 and has held it in 19 quarters since.
  • C.M. Bidwell & Associates's Eli Lilly position peaked at $4.4M in Q1 2017.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.