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Timothy G. Youngquist 2020 Irrevocable Trust’s Eli Lilly LLY Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-280
Closed -$258K – 325
2026
Q1 		$258K Buy
+280
New +$284K 0.11% 115

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's LLY Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 280 shares — an estimated $258K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in LLY in Q1 2026 and held it in 1 quarter. The position peaked at $258K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 280 Eli Lilly shares in Q2 2026, an estimated $258K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Eli Lilly in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Eli Lilly position peaked at $258K in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.