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Brown Wealth Management, LLC

SEC CIK
0001987005
Latest filing
Jul 20, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Brown Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
461
Value
$552.9K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of LLY by Brown Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026461$552.9K0.1%−1,505−76.6%ReducedHolders
Q1 20261,966$1.81M0.5%+30+1.5%AddedHolders
Q4 20251,936$2.08M0.5%+140+7.8%AddedHolders
Q3 20251,796$1.37M0.4%−33−1.8%ReducedHolders
Q2 20251,829$1.43M0.4%+112+6.5%AddedHolders
Q1 20251,717$1.42M0.5%+38+2.3%AddedHolders
Q4 20241,679$1.30M0.5%−5−0.3%ReducedHolders
Q3 20241,684$1.49M0.5%+68+4.2%AddedHolders
Q2 20241,616$1.46M0.6%+1+0.1%AddedHolders
Q1 20241,615$1.26M0.5%+6+0.4%AddedHolders
Q4 20231,609$937.9K0.4%00.0%UnchangedHolders
Q3 20231,609$864.2K0.4%−43−2.6%ReducedHolders
Q2 20231,652$774.8K0.4%–No prior filingHolders