Brookwood Investment Group’s Eli Lilly LLY Stock Holding History

Brookwood Investment Group’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	$3.73M	Buy	3,111 +78	+3%	+$79.7K	0.42%	47
2026 Q1	$2.79M	Sell	3,033 -665	-18%	-$674K	0.34%	68
2025 Q4	$3.97M	Buy	3,698 +883	+31%	+$844K	0.48%	36
2025 Q3	$2.15M	Sell	2,815 -1,446	-34%	-$1.08M	0.28%	62
2025 Q2	$3.32M	Buy	4,261 +1,549	+57%	+$1.2M	0.54%	32
2025 Q1	$2.24M	Buy	+2,712	New	+$2.26M	0.38%	39

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Brookwood Investment Group's LLY Position: Q2 2026 in Review

Brookwood Investment Group increased its Eli Lilly (LLY) stake by 2.6% in Q2 2026, buying an estimated $79.7K and bringing the position to 3,111 shares worth $3.73M. The position accounts for 0.42% of the portfolio, ranked #47.

Brookwood Investment Group first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.97M in Q4 2025. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Brookwood Investment Group held 3,111 shares of Eli Lilly worth $3.73M as of Q2 2026.
Brookwood Investment Group bought 78 Eli Lilly shares in Q2 2026, an estimated $79.7K.
Eli Lilly made up 0.42% of Brookwood Investment Group's portfolio in Q2 2026, its #47 holding.
Brookwood Investment Group first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Eli Lilly position peaked at $3.97M in Q4 2025.
1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.