Briaud Financial Planning’s Eli Lilly LLY Stock Holding History

Briaud Financial Planning’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	$971K	Buy	1,056 +8	+0.8%	+$8.11K	0.25%	14
2025 Q4	$1.13M	Sell	1,048 -7	-0.7%	-$6.69K	0.28%	14
2025 Q3	$805K	Sell	1,055 -139	-12%	-$103K	0.26%	13
2025 Q2	$930K	Hold	1,194	–	–	0.37%	11
2025 Q1	$986K	Hold	1,194	–	–	0.39%	10
2024 Q4	$921K	Buy	1,194 +1,048	+718%	+$868K	0.38%	11
2024 Q3	$129K	Hold	146	–	–	0.07%	34
2024 Q2	$132K	Hold	146	–	–	0.08%	33
2024 Q1	$114K	Buy	+146	New	+$104K	0.06%	34
2023 Q4	–	Sell	-146	Closed	-$78K	–	96
2023 Q3	$78K	Buy	+146	New	+$75.2K	0.06%	46

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Briaud Financial Planning's LLY Position: Q1 2026 in Review

Briaud Financial Planning increased its Eli Lilly (LLY) stake by 0.76% in Q1 2026, buying an estimated $8.11K and bringing the position to 1,056 shares worth $971K. The position accounts for 0.25% of the portfolio, ranked #14.

Briaud Financial Planning first reported a position in LLY in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Briaud Financial Planning held 1,056 shares of Eli Lilly worth $971K as of Q1 2026.
Briaud Financial Planning bought 8 Eli Lilly shares in Q1 2026, an estimated $8.11K.
Eli Lilly made up 0.25% of Briaud Financial Planning's portfolio in Q1 2026, its #14 holding.
Briaud Financial Planning first reported a position in Eli Lilly in Q3 2023 and has held it in 10 quarters since.
Briaud Financial Planning's Eli Lilly position peaked at $1.13M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.