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Tanager Wealth Management’s Eli Lilly LLY Stock Holding History

Tanager Wealth Management’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 		$732K Buy
610
+51
+9% +$52.1K 0.06% 75
2026
Q1 		$514K Buy
559
+164
+42% +$166K 0.05% 81
2025
Q4 		$424K Buy
395
+10
+3% +$9.56K 0.04% 89
2025
Q3 		$294K Buy
385
+105
+38% +$78.1K 0.03% 102
2025
Q2 		$218K Sell
280
-34
-11% -$26.4K 0.03% 112
2025
Q1 		$259K Buy
+314
New +$261K 0.03% 101

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tanager Wealth Management's LLY Position: Q2 2026 in Review

Tanager Wealth Management increased its Eli Lilly (LLY) stake by 9.1% in Q2 2026, buying an estimated $52.1K and bringing the position to 610 shares worth $732K. The position accounts for 0.06% of the portfolio, ranked #75.

Tanager Wealth Management first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 1,654 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Tanager Wealth Management held 610 shares of Eli Lilly worth $732K as of Q2 2026.
  • Tanager Wealth Management bought 51 Eli Lilly shares in Q2 2026, an estimated $52.1K.
  • Eli Lilly made up 0.06% of Tanager Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Tanager Wealth Management first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.