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Brick & Kyle Associates’s Eli Lilly LLY Stock Holding History

Brick & Kyle Associates’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 		$3.65M Sell
3,972
-491
-11% -$498K 1.21% 30
2025
Q4 		$4.8M Sell
4,463
-25
-0.6% -$23.9K 1.7% 25
2025
Q3 		$3.42M Buy
4,488
+124
+3% +$92.3K 1.26% 31
2025
Q2 		$3.38M Buy
4,364
+1,700
+64% +$1.32M 1.5% 27
2025
Q1 		$2.15M Sell
2,664
-39
-1% -$32.5K 0.99% 35
2024
Q4 		$2.09M Buy
+2,703
New +$2.24M 0.89% 37

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

Brick & Kyle Associates's LLY Position: Q1 2026 in Review

Brick & Kyle Associates reduced its Eli Lilly (LLY) stake by 11% in Q1 2026, selling an estimated $498K and leaving 3,972 shares worth $3.65M. The position accounts for 1.21% of the portfolio, ranked #30.

Brick & Kyle Associates first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.8M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Brick & Kyle Associates held 3,972 shares of Eli Lilly worth $3.65M as of Q1 2026.
  • Brick & Kyle Associates sold 491 Eli Lilly shares in Q1 2026, an estimated $498K.
  • Eli Lilly made up 1.21% of Brick & Kyle Associates's portfolio in Q1 2026, its #30 holding.
  • Brick & Kyle Associates first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Brick & Kyle Associates's Eli Lilly position peaked at $4.8M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.