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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
Q2 		$1.27M Hold
1,056
– – 0.33% 13
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
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

Briaud Financial Planning's LLY Position: Q2 2026 in Review

Briaud Financial Planning held its Eli Lilly (LLY) position steady in Q2 2026 at 1,056 shares worth $1.27M. The position accounts for 0.33% of the portfolio, ranked #13.

Briaud Financial Planning first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. 4,631 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Briaud Financial Planning held 1,056 shares of Eli Lilly worth $1.27M as of Q2 2026.
  • Briaud Financial Planning left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.33% of Briaud Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Briaud Financial Planning first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
  • 4,631 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.