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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
Q2 		$398K Buy
332
+70
+27% +$71.5K 0.16% 87
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

C.M. Bidwell & Associates's LLY Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its Eli Lilly (LLY) stake by 27% in Q2 2026, buying an estimated $71.5K and bringing the position to 332 shares worth $398K. The position accounts for 0.16% of the portfolio, ranked #87.

C.M. Bidwell & Associates first reported a position in LLY in Q4 2016 and has held it in 20 quarters since. The position peaked at $4.4M in Q1 2017. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • C.M. Bidwell & Associates held 332 shares of Eli Lilly worth $398K as of Q2 2026.
  • C.M. Bidwell & Associates bought 70 Eli Lilly shares in Q2 2026, an estimated $71.5K.
  • Eli Lilly made up 0.16% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #87 holding.
  • C.M. Bidwell & Associates first reported a position in Eli Lilly in Q4 2016 and has held it in 20 quarters since.
  • C.M. Bidwell & Associates's Eli Lilly position peaked at $4.4M in Q1 2017.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.