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J. M. Brown & Associates’s Eli Lilly LLY Stock Holding History

J. M. Brown & Associates’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 		$1.13M Buy
+942
New +$962K 0.65% 38

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

J. M. Brown & Associates's LLY Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Eli Lilly (LLY) in Q2 2026: 942 shares worth $1.13M. The stake represents 0.65% of the portfolio and ranks #38 among its holdings.

4,431 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • J. M. Brown & Associates held 942 shares of Eli Lilly worth $1.13M as of Q2 2026.
  • Eli Lilly was a new J. M. Brown & Associates position in Q2 2026.
  • Eli Lilly made up 0.65% of J. M. Brown & Associates's portfolio in Q2 2026, its #38 holding.
  • 4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.