Brady Family Wealth’s Eli Lilly LLY Stock Holding History

Brady Family Wealth’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	$2.18M	Buy	1,817 +129	+8%	+$132K	0.63%	45
2026 Q1	$1.55M	Buy	1,688 +147	+10%	+$149K	0.48%	52
2025 Q4	$1.66M	Sell	1,541 -8	-0.5%	-$7.65K	0.51%	48
2025 Q3	$1.18M	Hold	1,549	–	–	0.37%	57
2025 Q2	$1.21M	Hold	1,549	–	–	0.37%	59
2025 Q1	$1.28M	Buy	1,549 +2	+0.1%	+$1.66K	0.41%	59
2024 Q4	$1.19M	Hold	1,547	–	–	0.37%	60
2024 Q3	$1.37M	Hold	1,547	–	–	0.41%	59
2024 Q2	$1.4M	Sell	1,547 -30	-2%	-$24K	0.45%	54
2024 Q1	$1.23M	Sell	1,577 -164	-9%	-$117K	0.4%	58
2023 Q4	$1.01M	Sell	1,741 -99	-5%	-$57.8K	0.35%	63
2023 Q3	$989K	Sell	1,840 -245	-12%	-$126K	0.38%	61
2023 Q2	$978K	Buy	2,085 +2	+0.1%	+$839	0.36%	62
2023 Q1	$715K	Sell	2,083 -24	-1%	-$8.09K	0.28%	70
2022 Q4	$771K	Buy	+2,107	New	+$747K	0.32%	66

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brady Family Wealth's LLY Position: Q2 2026 in Review

Brady Family Wealth increased its Eli Lilly (LLY) stake by 7.6% in Q2 2026, buying an estimated $132K and bringing the position to 1,817 shares worth $2.18M. The position accounts for 0.63% of the portfolio, ranked #45.

Brady Family Wealth first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Brady Family Wealth held 1,817 shares of Eli Lilly worth $2.18M as of Q2 2026.
Brady Family Wealth bought 129 Eli Lilly shares in Q2 2026, an estimated $132K.
Eli Lilly made up 0.63% of Brady Family Wealth's portfolio in Q2 2026, its #45 holding.
Brady Family Wealth first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.