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TAGStone Capital’s Eli Lilly LLY Stock Holding History

TAGStone Capital’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 		$939K Sell
783
-26
-3% -$26.6K 0.3% 60
2026
Q1 		$744K Buy
809
+186
+30% +$189K 0.26% 68
2025
Q4 		$670K Buy
623
+1
+0.2% +$956 0.25% 72
2025
Q3 		$475K Buy
622
+1
+0.2% +$744 0.19% 79
2025
Q2 		$389K Buy
621
+101
+19% +$78.5K 0.16% 87
2025
Q1 		$430K Buy
520
+1
+0.2% +$832 0.21% 68
2024
Q4 		$401K Hold
519
– – 0.2% 67
2024
Q3 		$459K Buy
519
+1
+0.2% +$899 0.23% 64
2024
Q2 		$469K Buy
518
+4
+0.8% +$3.2K 0.27% 62
2024
Q1 		$400K Buy
514
+1
+0.2% +$712 0.23% 64
2023
Q4 		$299K Buy
513
+1
+0.2% +$584 0.2% 71
2023
Q3 		$275K Buy
512
+1
+0.2% +$515 0.2% 72
2023
Q2 		$240K Buy
+511
New +$214K 0.17% 74

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAGStone Capital's LLY Position: Q2 2026 in Review

TAGStone Capital reduced its Eli Lilly (LLY) stake by 3.2% in Q2 2026, selling an estimated $26.6K and leaving 783 shares worth $939K. The position accounts for 0.3% of the portfolio, ranked #60.

TAGStone Capital first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • TAGStone Capital held 783 shares of Eli Lilly worth $939K as of Q2 2026.
  • TAGStone Capital sold 26 Eli Lilly shares in Q2 2026, an estimated $26.6K.
  • Eli Lilly made up 0.3% of TAGStone Capital's portfolio in Q2 2026, its #60 holding.
  • TAGStone Capital first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.