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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
Q3 		$1.05M Sell
912
-30
-3% -$35.4K 0.6% 41
2026
Q2 		$1.13M Buy
+942
New +$962K 0.65% 38

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

J. M. Brown & Associates's LLY Position: Q3 2026 in Review

J. M. Brown & Associates reduced its Eli Lilly (LLY) stake by 3.2% in Q3 2026, selling an estimated $35.4K and leaving 912 shares worth $1.05M. The position accounts for 0.6% of the portfolio, ranked #41.

J. M. Brown & Associates first reported a position in LLY in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • J. M. Brown & Associates held 912 shares of Eli Lilly worth $1.05M as of Q3 2026.
  • J. M. Brown & Associates sold 30 Eli Lilly shares in Q3 2026, an estimated $35.4K.
  • Eli Lilly made up 0.6% of J. M. Brown & Associates's portfolio in Q3 2026, its #41 holding.
  • J. M. Brown & Associates first reported a position in Eli Lilly in Q2 2026 and has held it in 2 quarters since.
  • J. M. Brown & Associates's Eli Lilly position peaked at $1.13M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.