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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
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 $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

Brio Consultants's LLY Position: Q2 2026 in Review

Brio Consultants increased its Eli Lilly (LLY) stake by 5.7% in Q2 2026, buying an estimated $26.6K and bringing the position to 484 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #101.

Brio Consultants first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Brio Consultants held 484 shares of Eli Lilly worth $581K as of Q2 2026.
  • Brio Consultants bought 26 Eli Lilly shares in Q2 2026, an estimated $26.6K.
  • Eli Lilly made up 0.07% of Brio Consultants's portfolio in Q2 2026, its #101 holding.
  • Brio Consultants first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.