Brio Consultants
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Brio Consultants’s Eli Lilly LLY Stock Holding History

Brio Consultants’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 		$653K Buy
564
+80
+17% +$94.4K 0.07% 103
2026
Q2 		$581K Buy
484
+26
+6% +$26.6K 0.07% 101
2026
Q1 		$453K Buy
458
+31
+7% +$31.4K 0.06% 104
2025
Q4 		$459K Buy
427
+11
+3% +$10.5K 0.06% 102
2025
Q3 		$318K Buy
416
+45
+12% +$33.5K 0.04% 108
2025
Q2 		$290K Buy
371
+82
+28% +$63.7K 0.04% 108
2025
Q1 		$239K Buy
289
+25
+9% +$20.8K 0.04% 104
2024
Q4 		$204K Buy
+264
New +$219K 0.03% 109

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Brio Consultants's LLY Position: Q3 2026 in Review

Brio Consultants increased its Eli Lilly (LLY) stake by 17% in Q3 2026, buying an estimated $94.4K and bringing the position to 564 shares worth $653K. The position accounts for 0.07% of the portfolio, ranked #103.

Brio Consultants first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Brio Consultants held 564 shares of Eli Lilly worth $653K as of Q3 2026.
  • Brio Consultants bought 80 Eli Lilly shares in Q3 2026, an estimated $94.4K.
  • Eli Lilly made up 0.07% of Brio Consultants's portfolio in Q3 2026, its #103 holding.
  • Brio Consultants first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Brio Consultants's 13F filing for Q3 2026, filed 13 Nov 2026.