TCM
LLY icon

TD Capital Management’s Eli Lilly LLY Stock Holding History

TD Capital 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
Q2 		$79.5K Sell
66
-12
-15% -$12.3K 0.01% 197
2026
Q1 		$72K Hold
78
– – 0.01% 206
2025
Q4 		$84.1K Hold
78
– – 0.01% 190
2025
Q3 		$59.7K Hold
78
– – 0.01% 204
2025
Q2 		$60.9K Buy
78
+23
+42% +$17.9K 0.01% 202
2025
Q1 		$45.5K Buy
55
+31
+129% +$25.8K ﹤0.01% 189
2024
Q4 		$18.6K Buy
24
+2
+9% +$1.66K ﹤0.01% 248
2024
Q3 		$19.6K Buy
22
+12
+120% +$10.8K ﹤0.01% 250
2024
Q2 		$9.1K Hold
10
– – ﹤0.01% 286
2024
Q1 		$7.81K Hold
10
– – ﹤0.01% 304
2023
Q4 		$5.85K Hold
10
– – ﹤0.01% 317
2023
Q3 		$5.38K Hold
10
– – ﹤0.01% 322
2023
Q2 		$4.7K Hold
10
– – ﹤0.01% 335
2023
Q1 		$3.43K Buy
10
+5
+100% +$1.69K ﹤0.01% 347
2022
Q4 		$1.83K Buy
+5
New +$1.77K ﹤0.01% 341

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

TD Capital Management's LLY Position: Q2 2026 in Review

TD Capital Management reduced its Eli Lilly (LLY) stake by 15% in Q2 2026, selling an estimated $12.3K and leaving 66 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #197.

TD Capital Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $84.1K in Q4 2025. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • TD Capital Management held 66 shares of Eli Lilly worth $79.5K as of Q2 2026.
  • TD Capital Management sold 12 Eli Lilly shares in Q2 2026, an estimated $12.3K.
  • Eli Lilly made up 0.01% of TD Capital Management's portfolio in Q2 2026, its #197 holding.
  • TD Capital Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • TD Capital Management's Eli Lilly position peaked at $84.1K in Q4 2025.
  • 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.