Brown Miller Wealth Management’s Eli Lilly LLY Stock Holding History

Brown Miller Wealth Management’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	$4.7M	Sell	3,921 -50	-1%	-$51.1K	1.18%	20
2026 Q1	$3.65M	Buy	3,971 +17	+0.4%	+$17.2K	1.04%	22
2025 Q4	$4.25M	Hold	3,954	–	–	1.17%	16
2025 Q3	$3.02M	Buy	3,954 +3,620	+1,084%	+$2.69M	0.86%	28
2025 Q2	$260K	Sell	334 -14	-4%	-$10.9K	0.08%	166
2025 Q1	$288K	Buy	+348	New	+$290K	0.1%	147
2024 Q4	–	Sell	-445	Closed	-$394K	–	128
2024 Q3	$394K	Buy	445 +119	+37%	+$107K	0.15%	86
2024 Q2	$295K	Buy	326 +13	+4%	+$10.4K	0.12%	101
2024 Q1	$244K	Buy	+313	New	+$223K	0.11%	112

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

Brown Miller Wealth Management's LLY Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its Eli Lilly (LLY) stake by 1.3% in Q2 2026, selling an estimated $51.1K and leaving 3,921 shares worth $4.7M. The position accounts for 1.18% of the portfolio, ranked #20.

Brown Miller Wealth Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Brown Miller Wealth Management held 3,921 shares of Eli Lilly worth $4.7M as of Q2 2026.
Brown Miller Wealth Management sold 50 Eli Lilly shares in Q2 2026, an estimated $51.1K.
Eli Lilly made up 1.18% of Brown Miller Wealth Management's portfolio in Q2 2026, its #20 holding.
Brown Miller Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.