Tidal Investments
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Tidal Investments’s Eli Lilly LLY Stock Holding History

Tidal Investments’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
Q3 		$491M Buy
424,204
+24,251
+6% +$28.6M 0.83% 17
2026
Q2 		$480M Buy
399,953
+149,643
+60% +$153M 0.83% 17
2026
Q1 		$227M Buy
250,310
+120,840
+93% +$123M 0.48% 33
2025
Q4 		$139M Buy
129,470
+19,659
+18% +$18.8M 0.33% 49
2025
Q3 		$83.8M Buy
109,811
+21,606
+24% +$16.1M 0.17% 117
2025
Q2 		$68.8M Buy
88,205
+6,437
+8% +$5M 0.41% 42
2025
Q1 		$67.5M Sell
81,768
-8,566
-9% -$7.13M 0.55% 27
2024
Q4 		$69.7M Buy
90,334
+40,772
+82% +$33.8M 0.55% 25
2024
Q3 		$43.9M Buy
49,562
+8,424
+20% +$7.57M 0.46% 30
2024
Q2 		$37.2M Buy
41,138
+2,619
+7% +$2.09M 0.5% 29
2024
Q1 		$30M Buy
38,519
+7,559
+24% +$5.38M 0.49% 37
2023
Q4 		$18M Buy
30,960
+4,687
+18% +$2.74M 0.42% 48
2023
Q3 		$14.1M Buy
26,273
+3,778
+17% +$1.95M 0.43% 33
2023
Q2 		$10.6M Buy
22,495
+887
+4% +$372K 0.31% 57
2023
Q1 		$7.42M Buy
21,608
+2,437
+13% +$822K 0.24% 77
2022
Q4 		$7.01M Buy
19,171
+1,493
+8% +$529K 0.27% 67
2022
Q3 		$5.72M Buy
17,678
+915
+5% +$290K 0.24% 74
2022
Q2 		$5.44M Sell
16,763
-8,415
-33% -$2.53M 0.2% 88
2022
Q1 		$7.21M Buy
25,178
+203
+0.8% +$52.2K 0.21% 83
2021
Q4 		$6.9M Buy
24,975
+11,513
+86% +$2.92M 0.21% 74
2021
Q3 		$3.11M Buy
13,462
+2,111
+19% +$521K 0.12% 126
2021
Q2 		$2.6M Buy
11,351
+3,712
+49% +$746K 0.1% 132
2021
Q1 		$1.43M Buy
7,639
+1,590
+26% +$311K 0.07% 147
2020
Q4 		$1.02M Buy
6,049
+1,067
+21% +$159K 0.07% 141
2020
Q3 		$737K Buy
4,982
+508
+11% +$78.6K 0.1% 114
2020
Q2 		$735K Sell
4,474
-281
-6% -$43.1K 0.1% 119
2020
Q1 		$660K Buy
4,755
+1,269
+36% +$174K 0.2% 93
2019
Q4 		$458K Buy
3,486
+1,445
+71% +$167K 0.19% 111
2019
Q3 		$228K Buy
+2,041
New +$227K 0.1% 154

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Tidal Investments's LLY Position: Q3 2026 in Review

Tidal Investments increased its Eli Lilly (LLY) stake by 6.1% in Q3 2026, buying an estimated $28.6M and bringing the position to 424,204 shares worth $491M. The position accounts for 0.83% of the portfolio, ranked #17.

Tidal Investments first reported a position in LLY in Q3 2019 and has held it in 29 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Tidal Investments held 424,204 shares of Eli Lilly worth $491M as of Q3 2026.
  • Tidal Investments bought 24,251 Eli Lilly shares in Q3 2026, an estimated $28.6M.
  • Eli Lilly made up 0.83% of Tidal Investments's portfolio in Q3 2026, its #17 holding.
  • Tidal Investments first reported a position in Eli Lilly in Q3 2019 and has held it in 29 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Tidal Investments's 13F filing for Q3 2026, filed 13 Nov 2026.