Brady Martz Wealth Solutions
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Brady Martz Wealth Solutions’s Eli Lilly LLY Stock Holding History

Brady Martz Wealth Solutions’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
Q3 		$1.83M Buy
1,578
+179
+13% +$211K 0.27% 77
2026
Q2 		$1.68M Buy
1,399
+31
+2% +$31.7K 0.25% 81
2026
Q1 		$1.26M Buy
1,368
+237
+21% +$240K 0.21% 83
2025
Q4 		$1.22M Buy
1,131
+402
+55% +$384K 0.21% 83
2025
Q3 		$556K Buy
729
+11
+2% +$8.19K 0.1% 112
2025
Q2 		$560K Sell
718
-76
-10% -$59.1K 0.11% 109
2025
Q1 		$656K Sell
794
-344
-30% -$286K 0.15% 101
2024
Q4 		$848K Buy
+1,138
New +$942K 0.2% 90

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Brady Martz Wealth Solutions's LLY Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its Eli Lilly (LLY) stake by 13% in Q3 2026, buying an estimated $211K and bringing the position to 1,578 shares worth $1.83M. The position accounts for 0.27% of the portfolio, ranked #77.

Brady Martz Wealth Solutions first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. 2,947 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Brady Martz Wealth Solutions held 1,578 shares of Eli Lilly worth $1.83M as of Q3 2026.
  • Brady Martz Wealth Solutions bought 179 Eli Lilly shares in Q3 2026, an estimated $211K.
  • Eli Lilly made up 0.27% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #77 holding.
  • Brady Martz Wealth Solutions first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • 2,947 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.