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Bourgeon Capital Management LLC

SEC CIK
0001088731
Latest filing
Jul 22, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Bourgeon Capital Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
24,426
Value
$29.3M
% of portfolio
4.4%
Quarters held
7
Since Q4 2024
Holdings of LLY by Bourgeon Capital Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,426$29.3M4.4%+1,127+4.8%AddedHolders
Q1 202623,299$21.4M3.7%−219−0.9%ReducedHolders
Q4 202523,518$25.3M4.1%−29−0.1%ReducedHolders
Q3 202523,547$18.0M3.3%+10,676+82.9%AddedHolders
Q2 202512,871$10.0M2.0%+11,959+1,311.3%AddedHolders
Q1 2025912$753.0K0.2%−487−34.8%ReducedHolders
Q4 20241,399$1.08M0.2%+1,399NewHolders