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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TAGStone Capital's LLY Position: Q1 2026 in Review

TAGStone Capital increased its Eli Lilly (LLY) stake by 30% in Q1 2026, buying an estimated $189K and bringing the position to 809 shares worth $744K. The position accounts for 0.26% of the portfolio, ranked #68.

TAGStone Capital first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • TAGStone Capital held 809 shares of Eli Lilly worth $744K as of Q1 2026.
  • TAGStone Capital bought 186 Eli Lilly shares in Q1 2026, an estimated $189K.
  • Eli Lilly made up 0.26% of TAGStone Capital's portfolio in Q1 2026, its #68 holding.
  • TAGStone Capital first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.