TrueNorth Wealth & Impact, LLC’s Eli Lilly LLY Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$1.41M	Buy	+1,223	New	+$1.44M	0.54%	38

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's LLY Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Eli Lilly (LLY) in Q3 2026: 1,223 shares worth $1.41M. The stake represents 0.54% of the portfolio and ranks #38 among its holdings.

4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 1,223 shares of Eli Lilly worth $1.41M as of Q3 2026.
Eli Lilly was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Eli Lilly made up 0.54% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #38 holding.
4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.