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Tanglewood Legacy Advisors’s Eli Lilly LLY Stock Holding History

Tanglewood Legacy 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
Q2 		$120K Hold
100
– – 0.04% 122
2026
Q1 		$92K Hold
100
– – 0.03% 133
2025
Q4 		$107K Hold
100
– – 0.04% 127
2025
Q3 		$76.3K Hold
100
– – 0.03% 145
2025
Q2 		$78K Hold
100
– – 0.03% 146
2025
Q1 		$82.6K Sell
100
-4
-4% -$3.33K 0.04% 139
2024
Q4 		$80.3K Hold
104
– – 0.03% 140
2024
Q3 		$92.1K Hold
104
– – 0.04% 129
2024
Q2 		$94.2K Hold
104
– – 0.04% 121
2024
Q1 		$80.9K Buy
104
+4
+4% +$2.85K 0.04% 135
2023
Q4 		$58.3K Hold
100
– – 0.03% 141
2023
Q3 		$53.7K Hold
100
– – 0.03% 149
2023
Q2 		$46.9K Hold
100
– – 0.03% 168
2023
Q1 		$34.3K Hold
100
– – 0.02% 176
2022
Q4 		$36.6K Buy
+100
New +$35.5K 0.03% 148

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tanglewood Legacy Advisors's LLY Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 100 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #122.

Tanglewood Legacy Advisors first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Tanglewood Legacy Advisors held 100 shares of Eli Lilly worth $120K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.04% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #122 holding.
  • Tanglewood Legacy Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.