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Braun-Bostich & Associates’s Eli Lilly LLY Stock Holding History

Braun-Bostich & Associates’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 		$493K Sell
411
-66
-14% -$67.4K 0.28% 62
2026
Q1 		$439K Sell
477
-42
-8% -$42.6K 0.27% 63
2025
Q4 		$558K Buy
519
+16
+3% +$15.3K 0.34% 56
2025
Q3 		$384K Sell
503
-24
-5% -$17.9K 0.24% 74
2025
Q2 		$411K Buy
527
+13
+3% +$10.1K 0.28% 67
2025
Q1 		$425K Buy
514
+6
+1% +$4.99K 0.31% 66
2024
Q4 		$392K Sell
508
-40
-7% -$33.1K 0.28% 67
2024
Q3 		$485K Sell
548
-6
-1% -$5.39K 0.34% 55
2024
Q2 		$502K Buy
554
+71
+15% +$56.8K 0.37% 55
2024
Q1 		$376K Buy
483
+67
+16% +$47.7K 0.31% 78
2023
Q4 		$242K Buy
+416
New +$243K 0.22% 109
2023
Q3 		– Sell
-427
Closed -$200K – 80
2023
Q2 		$200K Buy
+427
New +$179K 0.43% 76
2020
Q4 		– Sell
-323
Closed -$48K – 143
2020
Q3 		$48K Sell
323
-221
-41% -$34.2K 0.05% 154
2020
Q2 		$89K Hold
544
– – 0.09% 108
2020
Q1 		$74K Hold
544
– – 0.09% 112
2019
Q4 		$72K Buy
+544
New +$63.1K 0.07% 133
2019
Q3 		– Sell
-1,656
Closed -$183K – 206
2019
Q2 		$183K Sell
1,656
-105
-6% -$12.4K 0.19% 100
2019
Q1 		$229K Sell
1,761
-378
-18% -$46K 0.24% 91
2018
Q4 		$248K Sell
2,139
-5,675
-73% -$634K 0.26% 91
2018
Q3 		$839K Sell
7,814
-244
-3% -$24.4K 0.81% 32
2018
Q2 		$688K Sell
8,058
-445
-5% -$36.5K 0.69% 43
2018
Q1 		$658K Buy
8,503
+82
+1% +$6.6K 0.57% 56
2017
Q4 		$711K Buy
+8,421
New +$717K 0.6% 44

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

Braun-Bostich & Associates's LLY Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Eli Lilly (LLY) stake by 14% in Q2 2026, selling an estimated $67.4K and leaving 411 shares worth $493K. The position accounts for 0.28% of the portfolio, ranked #62.

Braun-Bostich & Associates first reported a position in LLY in Q4 2017 and has held it in 23 quarters since. The position peaked at $839K in Q3 2018. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Braun-Bostich & Associates held 411 shares of Eli Lilly worth $493K as of Q2 2026.
  • Braun-Bostich & Associates sold 66 Eli Lilly shares in Q2 2026, an estimated $67.4K.
  • Eli Lilly made up 0.28% of Braun-Bostich & Associates's portfolio in Q2 2026, its #62 holding.
  • Braun-Bostich & Associates first reported a position in Eli Lilly in Q4 2017 and has held it in 23 quarters since.
  • Braun-Bostich & Associates's Eli Lilly position peaked at $839K in Q3 2018.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.