Braun Stacey Associates’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.2M | Sell |
41,570
-214
| -0.5% | -$217K | 1.27% | 19 |
|
|
2025
Q4 | $44.9M | Buy |
41,784
+32
| +0.1% | +$30.6K | 1.46% | 13 |
|
|
2025
Q3 | $31.9M | Sell |
41,752
-5,901
| -12% | -$4.39M | 1.04% | 27 |
|
|
2025
Q2 | $37.1M | Sell |
47,653
-2,670
| -5% | -$2.07M | 1.34% | 14 |
|
|
2025
Q1 | $41.6M | Sell |
50,323
-1,732
| -3% | -$1.44M | 1.7% | 12 |
|
|
2024
Q4 | $40.2M | Sell |
52,055
-3,559
| -6% | -$2.95M | 1.5% | 13 |
|
|
2024
Q3 | $49.3M | Sell |
55,614
-10,035
| -15% | -$9.02M | 1.87% | 7 |
|
|
2024
Q2 | $59.4M | Sell |
65,649
-655
| -1% | -$524K | 2.3% | 7 |
|
|
2024
Q1 | $51.6M | Sell |
66,304
-300
| -0.5% | -$214K | 2.04% | 6 |
|
|
2023
Q4 | $38.8M | Sell |
66,604
-5,265
| -7% | -$3.07M | 1.74% | 7 |
|
|
2023
Q3 | $38.6M | Sell |
71,869
-4,311
| -6% | -$2.22M | 1.88% | 7 |
|
|
2023
Q2 | $35.7M | Sell |
76,180
-77,814
| -51% | -$32.6M | 1.66% | 6 |
|
|
2023
Q1 | $52.9M | Buy |
153,994
+77,415
| +101% | +$26.1M | 1.38% | 10 |
|
|
2022
Q4 | $28M | Sell |
76,579
-1,726
| -2% | -$612K | 1.6% | 5 |
|
|
2022
Q3 | $25.3M | Sell |
78,305
-1,090
| -1% | -$345K | 1.54% | 7 |
|
|
2022
Q2 | $25.7M | Buy |
79,395
+505
| +0.6% | +$152K | 1.47% | 8 |
|
|
2022
Q1 | $22.6M | Buy |
78,890
+1,815
| +2% | +$467K | 0.94% | 38 |
|
|
2021
Q4 | $21.3M | Buy |
77,075
+3,304
| +4% | +$838K | 0.78% | 57 |
|
|
2021
Q3 | $17M | Buy |
73,771
+3,515
| +5% | +$868K | 0.68% | 76 |
|
|
2021
Q2 | $16.1M | Buy |
70,256
+2,632
| +4% | +$529K | 0.63% | 81 |
|
|
2021
Q1 | $12.6M | Buy |
+67,624
| New | +$13.2M | 0.53% | 94 |
|
|
2020
Q4 | – | Sell |
-1,675
| Closed | -$248K | – | 137 |
|
|
2020
Q3 | $248K | Hold |
1,675
| – | – | 0.01% | 120 |
|
|
2020
Q2 | $275K | Buy |
+1,675
| New | +$257K | 0.02% | 117 |
|
|
2016
Q3 | – | Sell |
-3,700
| Closed | -$291K | – | 155 |
|
|
2016
Q2 | $291K | Sell |
3,700
-2,900
| -44% | -$218K | 0.02% | 140 |
|
|
2016
Q1 | $475K | Hold |
6,600
| – | – | 0.03% | 128 |
|
|
2015
Q4 | $556K | Hold |
6,600
| – | – | 0.03% | 115 |
|
|
2015
Q3 | $552K | Sell |
6,600
-3,700
| -36% | -$312K | 0.04% | 116 |
|
|
2015
Q2 | $860K | Buy |
10,300
+3,700
| +56% | +$282K | 0.04% | 201 |
|
|
2015
Q1 | $479K | Buy |
6,600
+1,000
| +18% | +$71.2K | 0.03% | 119 |
|
|
2014
Q4 | $386K | Hold |
5,600
| – | – | 0.02% | 123 |
|
|
2014
Q3 | $363K | Buy |
5,600
+300
| +6% | +$19K | 0.02% | 126 |
|
|
2014
Q2 | $330K | Buy |
5,300
+1,000
| +23% | +$59.7K | 0.02% | 132 |
|
|
2014
Q1 | $253K | Hold |
4,300
| – | – | 0.01% | 137 |
|
|
2013
Q4 | $219K | Hold |
4,300
| – | – | 0.01% | 144 |
|
|
2013
Q3 | $216K | Hold |
4,300
| – | – | 0.01% | 140 |
|
|
2013
Q2 | $211K | Buy |
+4,300
| New | +$234K | 0.01% | 154 |
|
Other funds holding LLY
VCM
VPM
Braun Stacey Associates's LLY Position: Q1 2026 in Review
Braun Stacey Associates reduced its Eli Lilly (LLY) stake by 0.51% in Q1 2026, selling an estimated $217K and leaving 41,570 shares worth $38.2M. The position accounts for 1.27% of the portfolio, ranked #19.
Braun Stacey Associates first reported a position in LLY in Q2 2013 and has held it in 36 quarters since. The position peaked at $59.4M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Braun Stacey Associates held 41,570 shares of Eli Lilly worth $38.2M as of Q1 2026.
- Braun Stacey Associates sold 214 Eli Lilly shares in Q1 2026, an estimated $217K.
- Eli Lilly made up 1.27% of Braun Stacey Associates's portfolio in Q1 2026, its #19 holding.
- Braun Stacey Associates first reported a position in Eli Lilly in Q2 2013 and has held it in 36 quarters since.
- Braun Stacey Associates's Eli Lilly position peaked at $59.4M in Q2 2024.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.