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Brendel Financial Advisors’s Eli Lilly LLY Stock Holding History

Brendel 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 		$241K Buy
+201
New +$205K 0.11% 93
2024
Q4 		– Sell
-2,192
Closed -$1.94M – 101
2024
Q3 		$1.94M Buy
2,192
+122
+6% +$110K 1.1% 42
2024
Q2 		$1.87M Buy
+2,070
New +$1.66M 1.19% 39
2021
Q3 		– Sell
-275
Closed -$63K – 182
2021
Q2 		$63K Buy
+275
New +$55.2K 0.03% 153
2019
Q4 		– Sell
-1,950
Closed -$218K – 86
2019
Q3 		$218K Hold
1,950
– – 0.2% 76
2019
Q2 		$216K Buy
+1,950
New +$230K 0.21% 70
2019
Q1 		– Sell
-2,100
Closed -$243K – 83
2018
Q4 		$243K Buy
+2,100
New +$235K 0.28% 70

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

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

Brendel Financial Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 201 shares worth $241K. The stake represents 0.11% of the portfolio and ranks #93 among its holdings. This is a return to the name: Brendel Financial Advisors previously reported a position in LLY as recently as Q3 2024.

Brendel Financial Advisors first reported a position in LLY in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.94M in Q3 2024. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Brendel Financial Advisors held 201 shares of Eli Lilly worth $241K as of Q2 2026.
  • Eli Lilly was a new Brendel Financial Advisors position in Q2 2026.
  • Eli Lilly made up 0.11% of Brendel Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Brendel Financial Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 7 quarters since.
  • Brendel Financial Advisors's Eli Lilly position peaked at $1.94M in Q3 2024.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.