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Bradley & Co Private Wealth Management’s Eli Lilly LLY Stock Holding History

Bradley & Co Private Wealth Management’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 		$164K Buy
137
+40
+41% +$40.9K 0.08% 65
2026
Q1 		$89.2K Buy
+97
New +$98.3K 0.05% 76

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

Bradley & Co Private Wealth Management's LLY Position: Q2 2026 in Review

Bradley & Co Private Wealth Management increased its Eli Lilly (LLY) stake by 41% in Q2 2026, buying an estimated $40.9K and bringing the position to 137 shares worth $164K. The position accounts for 0.08% of the portfolio, ranked #65.

Bradley & Co Private Wealth Management first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bradley & Co Private Wealth Management held 137 shares of Eli Lilly worth $164K as of Q2 2026.
  • Bradley & Co Private Wealth Management bought 40 Eli Lilly shares in Q2 2026, an estimated $40.9K.
  • Eli Lilly made up 0.08% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Bradley & Co Private Wealth Management first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
  • 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.