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Bell & Brown Wealth Advisors’s Eli Lilly LLY Stock Holding History

Bell & Brown Wealth Advisors’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 		$11.2M Sell
12,196
-455
-4% -$461K 3.64% 5
2025
Q4 		$13.6M Sell
12,651
-289
-2% -$276K 4.38% 4
2025
Q3 		$9.87M Buy
12,940
+363
+3% +$270K 3.23% 7
2025
Q2 		$9.81M Sell
12,577
-1,070
-8% -$831K 3.51% 7
2025
Q1 		$11.3M Sell
13,647
-1,097
-7% -$913K 4.4% 3
2024
Q4 		$11.4M Sell
14,744
-135
-0.9% -$112K 4.24% 3
2024
Q3 		$13.2M Sell
14,879
-245
-2% -$220K 5.15% 3
2024
Q2 		$13.7M Sell
15,124
-282
-2% -$226K 5.25% 2
2024
Q1 		$12M Sell
15,406
-527
-3% -$375K 5.13% 1
2023
Q4 		$9.29M Buy
+15,933
New +$9.3M 4.31% 3
2023
Q2 		$7.91M Sell
16,858
-531
-3% -$223K 3.96% 3
2023
Q1 		$5.97M Sell
17,389
-355
-2% -$120K 3.18% 7
2022
Q4 		$6.49M Sell
17,744
-1,797
-9% -$637K 3.57% 4
2022
Q3 		$6.32M Sell
19,541
-932
-5% -$295K 3.9% 3
2022
Q2 		$6.64M Sell
20,473
-1,613
-7% -$484K 3.55% 5
2022
Q1 		$6.33M Buy
22,086
+115
+0.5% +$29.6K 2.87% 7
2021
Q4 		$5.36M Sell
21,971
-114
-0.5% -$28.9K 2.59% 10
2021
Q3 		$5.1M Buy
+22,085
New +$5.45M 2.75% 11
2020
Q3 		$2.93M Buy
20,626
+355
+2% +$54.9K 2.12% 19
2020
Q2 		$3.12M Sell
20,271
-314
-2% -$48.2K 2.44% 14
2020
Q1 		$3.23M Sell
20,585
-638
-3% -$87.7K 3% 7
2019
Q4 		$2.99M Sell
21,223
-860
-4% -$99.7K 2.23% 13
2019
Q3 		$2.44M Buy
22,083
+2,641
+14% +$294K 2.01% 17
2019
Q2 		$2.15M Buy
19,442
+325
+2% +$38.3K 1.9% 18
2019
Q1 		$2.48M Sell
19,117
-980
-5% -$119K 2.26% 10
2018
Q4 		$2.33M Sell
20,097
-64
-0.3% -$7.15K 2.49% 6
2018
Q3 		$2.19M Buy
20,161
+66
+0.3% +$6.6K 2.03% 13
2018
Q2 		$1.72M Buy
20,095
+1,383
+7% +$114K 1.69% 20
2018
Q1 		$1.51M Sell
18,712
-358
-2% -$28.8K 1.59% 22
2017
Q4 		$1.61M Buy
+19,070
New +$1.62M 1.67% 20

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

Bell & Brown Wealth Advisors's LLY Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Eli Lilly (LLY) stake by 3.6% in Q1 2026, selling an estimated $461K and leaving 12,196 shares worth $11.2M. The position accounts for 3.64% of the portfolio, ranked #5.

Bell & Brown Wealth Advisors first reported a position in LLY in Q4 2017 and has held it in 30 quarters since. The position peaked at $13.7M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bell & Brown Wealth Advisors held 12,196 shares of Eli Lilly worth $11.2M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 455 Eli Lilly shares in Q1 2026, an estimated $461K.
  • Eli Lilly made up 3.64% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Bell & Brown Wealth Advisors first reported a position in Eli Lilly in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Eli Lilly position peaked at $13.7M in Q2 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.