SEC 13F Intelligence

Bcgm Wealth Management, LLC / LLY

Bcgm Wealth Management, LLC’s Eli Lilly & Co Position

Does Bcgm Wealth Management, LLC own Eli Lilly & Co (LLY)? Yes4.9K shares worth $5M (+1.13% of its 13F portfolio) as of Q1 2026, down from 4.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
4.9K
% of Portfolio
+1.13%
Quarters Held
22
currently held

Position History LLY

Reported value by quarter
Q4 ’20: $817,000Q4 ’20Q1 ’21: $741,000Q2 ’21: $933,000Q3 ’21: $981,000Q3 ’21Q4 ’21: $1MQ1 ’22: $1MQ2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.9K$5M+1.13%
Q4 20254.9K$5M+1.35%
Q3 20254.9K$4M+0.98%
Q2 20254.8K$4M+1.06%
Q1 20254.7K$4M+1.19%
Q4 20244.7K$4M+1.15%
Q3 20244.1K$4M+1.18%
Q2 20244.1K$4M+1.29%
Q1 20244.0K$3M+1.10%
Q4 20233.9K$2M+0.93%
Q3 20234.1K$2M+1.02%
Q2 20234.1K$2M+0.85%
Q1 20232.9K$1M+0.51%
Q4 20224.1K$1M+0.72%
Q3 20224.0K$1M+0.72%
Q2 20223.8K$1M+0.64%
Q1 20223.9K$1M+0.61%
Q4 20213.9K$1M+0.57%
Q3 20213.9K$981,000+0.55%
Q2 20213.8K$933,000+0.55%
Q1 20213.9K$741,000+0.51%
Q4 20203.9K$817,000+0.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bcgm Wealth Management, LLC’s full portfolio or all institutional holders of LLY.