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Brand Asset Management Group’s Eli Lilly LLY Stock Holding History

Brand Asset Management Group’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 		$240K Buy
261
+45
+21% +$45.6K 0.06% 175
2025
Q4 		$232K Buy
+216
New +$207K 0.06% 159
2021
Q2 		– Sell
-80
Closed -$15K – 176
2021
Q1 		$15K Hold
80
– – 0.01% 212
2020
Q4 		$14K Hold
80
– – 0.01% 190
2020
Q3 		$12K Hold
80
– – 0.01% 193
2020
Q2 		$13K Sell
80
-71
-47% -$10.9K 0.01% 193
2020
Q1 		$21K Hold
151
– – 0.02% 165
2019
Q4 		$20K Hold
151
– – 0.01% 193
2019
Q3 		$17K Hold
151
– – 0.01% 199
2019
Q2 		$17K Hold
151
– – 0.01% 205
2019
Q1 		$20K Buy
151
+71
+89% +$8.63K 0.01% 180
2018
Q4 		$9K Hold
80
– – 0.01% 182
2018
Q3 		$9K Hold
80
– – 0.01% 219
2018
Q2 		$7K Buy
+80
New +$6.57K 0.01% 213

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