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Morton Brown Family Wealth’s Eli Lilly LLY Stock Holding History

Morton Brown Family Wealth’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 		$87.6K Buy
73
+5
+7% +$5.11K 0.02% 101
2026
Q1 		$62.5K Hold
68
– – 0.02% 108
2025
Q4 		$73.1K Buy
68
+5
+8% +$4.78K 0.02% 98
2025
Q3 		$48.1K Sell
63
-14
-18% -$10.4K 0.01% 111
2025
Q2 		$60K Buy
77
+11
+17% +$8.55K 0.02% 97
2025
Q1 		$54.5K Sell
66
-111
-63% -$92.4K 0.02% 97
2024
Q4 		$137K Buy
177
+4
+2% +$3.31K 0.05% 72
2024
Q3 		$153K Buy
173
+125
+260% +$112K 0.05% 62
2024
Q2 		$40.7K Buy
48
+15
+45% +$12K 0.02% 98
2024
Q1 		$25.7K Hold
33
– – 0.01% 112
2023
Q4 		$19.2K Hold
33
– – 0.01% 143
2023
Q3 		$17.7K Hold
33
– – 0.01% 110
2023
Q2 		$15.5K Hold
33
– – 0.01% 108
2023
Q1 		$11.3K Hold
33
– – 0.01% 122
2022
Q4 		$12.1K Hold
33
– – 0.01% 108
2022
Q3 		$11K Hold
33
– – 0.01% 106
2022
Q2 		$11K Buy
33
+27
+450% +$8.11K 0.01% 107
2022
Q1 		$2K Sell
6
-7
-54% -$1.8K ﹤0.01% 127
2021
Q4 		$4K Buy
+13
New +$3.3K ﹤0.01% 140

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Morton Brown Family Wealth's LLY Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Eli Lilly (LLY) stake by 7.4% in Q2 2026, buying an estimated $5.11K and bringing the position to 73 shares worth $87.6K. The position accounts for 0.02% of the portfolio, ranked #101.

Morton Brown Family Wealth first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $153K in Q3 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Morton Brown Family Wealth held 73 shares of Eli Lilly worth $87.6K as of Q2 2026.
  • Morton Brown Family Wealth bought 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #101 holding.
  • Morton Brown Family Wealth first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Eli Lilly position peaked at $153K in Q3 2024.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.