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 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 Indiananapolis, Indiana $108B AUM 53.87% 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

Tanglewood Legacy Advisors's LLY Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 100 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #133.

Tanglewood Legacy Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $107K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Tanglewood Legacy Advisors held 100 shares of Eli Lilly worth $92K as of Q1 2026.
Tanglewood Legacy Advisors left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #133 holding.
Tanglewood Legacy Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Eli Lilly position peaked at $107K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.