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Tandem Wealth Advisors’s Eli Lilly LLY Stock Holding History

Tandem 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 		$959K Sell
1,043
-144
-12% -$146K 0.43% 24
2025
Q4 		$1.28M Buy
1,187
+120
+11% +$115K 0.57% 19
2025
Q3 		$814K Buy
1,067
+115
+12% +$85.6K 0.39% 23
2025
Q2 		$742K Sell
952
-32
-3% -$24.9K 0.37% 25
2025
Q1 		$813K Buy
984
+284
+41% +$236K 0.43% 21
2024
Q4 		$540K Buy
700
+47
+7% +$38.9K 0.28% 27
2024
Q3 		$579K Sell
653
-40
-6% -$36K 0.29% 24
2024
Q2 		$627K Sell
693
-5
-0.7% -$4K 0.34% 22
2024
Q1 		$543K Sell
698
-98
-12% -$69.7K 0.3% 22
2023
Q4 		$464K Sell
796
-38
-5% -$22.2K 0.27% 22
2023
Q3 		$448K Sell
834
-2
-0.2% -$1.03K 0.27% 22
2023
Q2 		$392K Sell
836
-349
-29% -$146K 0.24% 25
2023
Q1 		$407K Sell
1,185
-38
-3% -$12.8K 0.25% 25
2022
Q4 		$447K Buy
+1,223
New +$434K 0.28% 25

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

Tandem Wealth Advisors reduced its Eli Lilly (LLY) stake by 12% in Q1 2026, selling an estimated $146K and leaving 1,043 shares worth $959K. The position accounts for 0.43% of the portfolio, ranked #24.

Tandem Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Tandem Wealth Advisors held 1,043 shares of Eli Lilly worth $959K as of Q1 2026.
  • Tandem Wealth Advisors sold 144 Eli Lilly shares in Q1 2026, an estimated $146K.
  • Eli Lilly made up 0.43% of Tandem Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Tandem Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Tandem Wealth Advisors's Eli Lilly position peaked at $1.28M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.