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Three Bridge Wealth Advisors’s Eli Lilly LLY Stock Holding History

Three Bridge 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 		$909K Sell
988
-21
-2% -$21.3K 0.25% 42
2025
Q4 		$1.08M Sell
1,009
-200
-17% -$191K 0.29% 39
2025
Q3 		$922K Sell
1,209
-286
-19% -$213K 0.24% 42
2025
Q2 		$1.17M Buy
1,495
+889
+147% +$691K 0.31% 40
2025
Q1 		$501K Buy
606
+3
+0.5% +$2.5K 0.17% 58
2024
Q4 		$466K Buy
+603
New +$499K 0.16% 64

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

Three Bridge Wealth Advisors's LLY Position: Q1 2026 in Review

Three Bridge Wealth Advisors reduced its Eli Lilly (LLY) stake by 2.1% in Q1 2026, selling an estimated $21.3K and leaving 988 shares worth $909K. The position accounts for 0.25% of the portfolio, ranked #42.

Three Bridge Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Three Bridge Wealth Advisors held 988 shares of Eli Lilly worth $909K as of Q1 2026.
  • Three Bridge Wealth Advisors sold 21 Eli Lilly shares in Q1 2026, an estimated $21.3K.
  • Eli Lilly made up 0.25% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #42 holding.
  • Three Bridge Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Three Bridge Wealth Advisors's Eli Lilly position peaked at $1.17M in Q2 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.