TCFG Wealth Management’s Eli Lilly LLY Stock Holding History

TCFG 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 Q1	$568K	Buy	618 +1	+0.2%	+$1.01K	0.21%	116
2025 Q4	$663K	Hold	617	–	–	0.26%	102
2025 Q3	$471K	Sell	617 -213	-26%	-$159K	0.18%	143
2025 Q2	$647K	Buy	830 +175	+27%	+$136K	0.29%	87
2025 Q1	$541K	Buy	655 +25	+4%	+$20.8K	0.27%	98
2024 Q4	$486K	Sell	630 -30	-5%	-$24.8K	0.24%	103
2024 Q3	$585K	Buy	+660	New	+$593K	0.29%	81

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

TCFG Wealth Management's LLY Position: Q1 2026 in Review

TCFG Wealth Management increased its Eli Lilly (LLY) stake by 0.16% in Q1 2026, buying an estimated $1.01K and bringing the position to 618 shares worth $568K. The position accounts for 0.21% of the portfolio, ranked #116.

TCFG Wealth Management first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $663K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

TCFG Wealth Management held 618 shares of Eli Lilly worth $568K as of Q1 2026.
TCFG Wealth Management bought 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
Eli Lilly made up 0.21% of TCFG Wealth Management's portfolio in Q1 2026, its #116 holding.
TCFG Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's Eli Lilly position peaked at $663K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.