Talisman Wealth Advisors’s Eli Lilly LLY Stock Holding History

Talisman Wealth Advisors’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	$853K	Sell	927 -27	-3%	-$27.4K	0.69%	39
2025 Q4	$1.02M	Sell	954 -13	-1%	-$12.4K	0.8%	36
2025 Q3	$738K	Hold	967	–	–	0.61%	43
2025 Q2	$754K	Sell	967 -37	-4%	-$28.8K	0.69%	39
2025 Q1	$829K	Sell	1,004 -81	-7%	-$67.4K	0.85%	32
2024 Q4	$837K	Sell	1,085 -24	-2%	-$19.9K	0.89%	32
2024 Q3	$974K	Sell	1,109 -23	-2%	-$20.7K	1.03%	26
2024 Q2	$1.02M	Sell	1,132 -1	-0.1%	-$800	1.18%	22
2024 Q1	$881K	Sell	1,133 -50	-4%	-$35.6K	1.11%	27
2023 Q4	$690K	Sell	1,183 -26	-2%	-$15.2K	1.02%	33
2023 Q3	$649K	Sell	1,209 -3	-0.2%	-$1.55K	1.12%	31
2023 Q2	$569K	Buy	1,212 +10	+0.8%	+$4.19K	0.97%	32
2023 Q1	$413K	Buy	1,202 +186	+18%	+$62.7K	0.75%	39
2022 Q4	$372K	Buy	+1,016	New	+$360K	0.79%	40

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Talisman Wealth Advisors's LLY Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Eli Lilly (LLY) stake by 2.8% in Q1 2026, selling an estimated $27.4K and leaving 927 shares worth $853K. The position accounts for 0.69% of the portfolio, ranked #39.

Talisman Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Talisman Wealth Advisors held 927 shares of Eli Lilly worth $853K as of Q1 2026.
Talisman Wealth Advisors sold 27 Eli Lilly shares in Q1 2026, an estimated $27.4K.
Eli Lilly made up 0.69% of Talisman Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Talisman Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's Eli Lilly position peaked at $1.02M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.