Tanager Wealth Management
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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
Q3 		$1.31M Buy
1,128
+518
+85% +$611K 0.11% 56
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% +$9.6K 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 $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Tanager Wealth Management's LLY Position: Q3 2026 in Review

Tanager Wealth Management increased its Eli Lilly (LLY) stake by 85% in Q3 2026, buying an estimated $611K and bringing the position to 1,128 shares worth $1.31M. The position accounts for 0.11% of the portfolio, ranked #56.

Tanager Wealth Management first reported a position in LLY in Q1 2025 and has held it in 7 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Tanager Wealth Management held 1,128 shares of Eli Lilly worth $1.31M as of Q3 2026.
  • Tanager Wealth Management bought 518 Eli Lilly shares in Q3 2026, an estimated $611K.
  • Eli Lilly made up 0.11% of Tanager Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Tanager Wealth Management first reported a position in Eli Lilly in Q1 2025 and has held it in 7 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.