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 Q3	$1.22M	Hold	1,056	–	–	0.27%	13
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 Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Briaud Financial Planning's LLY Position: Q3 2026 in Review

Briaud Financial Planning held its Eli Lilly (LLY) position steady in Q3 2026 at 1,056 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #13.

Briaud Financial Planning first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Briaud Financial Planning held 1,056 shares of Eli Lilly worth $1.22M as of Q3 2026.
Briaud Financial Planning left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.27% of Briaud Financial Planning's portfolio in Q3 2026, its #13 holding.
Briaud Financial Planning first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
Briaud Financial Planning's Eli Lilly position peaked at $1.27M in Q2 2026.
2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.