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Brian Low Financial Group’s Eli Lilly LLY Stock Holding History

Brian Low Financial 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 		$1.86M Buy
2,024
+99
+5% +$100K 1.26% 19
2025
Q4 		$2.07M Sell
1,925
-205
-10% -$196K 1.47% 14
2025
Q3 		$1.63M Buy
2,130
+202
+10% +$150K 1.26% 16
2025
Q2 		$1.5M Buy
+1,928
New +$1.5M 1.41% 15

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

Brian Low Financial Group's LLY Position: Q1 2026 in Review

Brian Low Financial Group increased its Eli Lilly (LLY) stake by 5.1% in Q1 2026, buying an estimated $100K and bringing the position to 2,024 shares worth $1.86M. The position accounts for 1.26% of the portfolio, ranked #19.

Brian Low Financial Group first reported a position in LLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.07M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Brian Low Financial Group held 2,024 shares of Eli Lilly worth $1.86M as of Q1 2026.
  • Brian Low Financial Group bought 99 Eli Lilly shares in Q1 2026, an estimated $100K.
  • Eli Lilly made up 1.26% of Brian Low Financial Group's portfolio in Q1 2026, its #19 holding.
  • Brian Low Financial Group first reported a position in Eli Lilly in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's Eli Lilly position peaked at $2.07M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.