Brown Wealth Management’s Eli Lilly LLY Stock Holding History

Brown 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	$553K	Sell	461 -1,505	-77%	-$1.54M	0.12%	79
2026 Q1	$1.81M	Buy	1,966 +30	+2%	+$30.4K	0.46%	37
2025 Q4	$2.08M	Buy	1,936 +140	+8%	+$134K	0.55%	34
2025 Q3	$1.37M	Sell	1,796 -33	-2%	-$24.6K	0.38%	45
2025 Q2	$1.43M	Buy	1,829 +112	+7%	+$87K	0.44%	44
2025 Q1	$1.42M	Buy	1,717 +38	+2%	+$31.6K	0.49%	42
2024 Q4	$1.3M	Sell	1,679 -5	-0.3%	-$4.14K	0.46%	37
2024 Q3	$1.49M	Buy	1,684 +68	+4%	+$61.1K	0.54%	34
2024 Q2	$1.46M	Buy	1,616 +1	+0.1%	+$800	0.59%	33
2024 Q1	$1.26M	Buy	1,615 +6	+0.4%	+$4.27K	0.52%	34
2023 Q4	$938K	Hold	1,609	–	–	0.42%	40
2023 Q3	$864K	Sell	1,609 -43	-3%	-$22.2K	0.41%	39
2023 Q2	$775K	Buy	+1,652	New	+$693K	0.4%	42

Other funds holding LLY

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

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Brown Wealth Management reduced its Eli Lilly (LLY) stake by 77% in Q2 2026, selling an estimated $1.54M and leaving 461 shares worth $553K. The position accounts for 0.12% of the portfolio, ranked #79.

Brown Wealth Management first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Brown Wealth Management held 461 shares of Eli Lilly worth $553K as of Q2 2026.
Brown Wealth Management sold 1,505 Eli Lilly shares in Q2 2026, an estimated $1.54M.
Eli Lilly made up 0.12% of Brown Wealth Management's portfolio in Q2 2026, its #79 holding.
Brown Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's Eli Lilly position peaked at $2.08M in Q4 2025.
1,086 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.