BFA
LLY icon

Bragg Financial Advisors’s Eli Lilly LLY Stock Holding History

Bragg Financial 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
Q2 		$17.9M Buy
14,937
+816
+6% +$834K 0.48% 80
2026
Q1 		$13M Buy
14,121
+754
+6% +$764K 0.41% 94
2025
Q4 		$14.4M Buy
13,367
+169
+1% +$162K 0.47% 84
2025
Q3 		$10.1M Buy
13,198
+95
+0.7% +$70.7K 0.33% 101
2025
Q2 		$10.2M Buy
13,103
+595
+5% +$462K 0.36% 99
2025
Q1 		$10.3M Buy
12,508
+495
+4% +$412K 0.42% 90
2024
Q4 		$9.27M Buy
12,013
+397
+3% +$329K 0.38% 103
2024
Q3 		$10.3M Buy
11,616
+592
+5% +$532K 0.42% 92
2024
Q2 		$9.98M Buy
11,024
+906
+9% +$725K 0.45% 91
2024
Q1 		$7.87M Buy
10,118
+2,463
+32% +$1.75M 0.35% 104
2023
Q4 		$4.46M Buy
7,655
+5,631
+278% +$3.29M 0.21% 128
2023
Q3 		$1.09M Sell
2,024
-52
-3% -$26.8K 0.06% 194
2023
Q2 		$974K Sell
2,076
-22
-1% -$9.23K 0.05% 199
2023
Q1 		$720K Sell
2,098
-11
-0.5% -$3.71K 0.04% 215
2022
Q4 		$772K Buy
2,109
+151
+8% +$53.5K 0.05% 209
2022
Q3 		$633K Sell
1,958
-35
-2% -$11.1K 0.04% 205
2022
Q2 		$646K Hold
1,993
– – 0.04% 202
2022
Q1 		$571K Buy
1,993
+214
+12% +$55.1K 0.03% 225
2021
Q4 		$411K Hold
1,779
– – 0.03% 243
2021
Q3 		$411K Hold
1,779
– – 0.03% 243
2021
Q2 		$408K Hold
1,779
– – 0.03% 243
2021
Q1 		$332K Buy
1,779
+23
+1% +$4.5K 0.02% 251
2020
Q4 		$296K Hold
1,756
– – 0.03% 246
2020
Q3 		$260K Buy
+1,756
New +$272K 0.03% 242

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

Bragg Financial Advisors's LLY Position: Q2 2026 in Review

Bragg Financial Advisors increased its Eli Lilly (LLY) stake by 5.8% in Q2 2026, buying an estimated $834K and bringing the position to 14,937 shares worth $17.9M. The position accounts for 0.48% of the portfolio, ranked #80.

Bragg Financial Advisors first reported a position in LLY in Q3 2020 and has held it in 24 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bragg Financial Advisors held 14,937 shares of Eli Lilly worth $17.9M as of Q2 2026.
  • Bragg Financial Advisors bought 816 Eli Lilly shares in Q2 2026, an estimated $834K.
  • Eli Lilly made up 0.48% of Bragg Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • Bragg Financial Advisors first reported a position in Eli Lilly in Q3 2020 and has held it in 24 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.