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 Q3	$830K	Buy	718 +257	+56%	+$303K	0.18%	61
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

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Brown Wealth Management's LLY Position: Q3 2026 in Review

Brown Wealth Management increased its Eli Lilly (LLY) stake by 56% in Q3 2026, buying an estimated $303K and bringing the position to 718 shares worth $830K. The position accounts for 0.18% of the portfolio, ranked #61.

Brown Wealth Management first reported a position in LLY in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.08M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Brown Wealth Management held 718 shares of Eli Lilly worth $830K as of Q3 2026.
Brown Wealth Management bought 257 Eli Lilly shares in Q3 2026, an estimated $303K.
Eli Lilly made up 0.18% of Brown Wealth Management's portfolio in Q3 2026, its #61 holding.
Brown Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 14 quarters since.
Brown Wealth Management's Eli Lilly position peaked at $2.08M in Q4 2025.
1,006 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.