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 Q2	$1.28M	Buy	1,070 +82	+8%	+$83.8K	0.32%	37
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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Three Bridge Wealth Advisors's LLY Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Eli Lilly (LLY) stake by 8.3% in Q2 2026, buying an estimated $83.8K and bringing the position to 1,070 shares worth $1.28M. The position accounts for 0.32% of the portfolio, ranked #37.

Three Bridge Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Three Bridge Wealth Advisors held 1,070 shares of Eli Lilly worth $1.28M as of Q2 2026.
Three Bridge Wealth Advisors bought 82 Eli Lilly shares in Q2 2026, an estimated $83.8K.
Eli Lilly made up 0.32% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Three Bridge Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.