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Tidemark’s Eli Lilly LLY Stock Holding History

Tidemark’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 		$63.5K Buy
69
+19
+38% +$19.3K 0.02% 240
2025
Q4 		$53.7K Sell
50
-5
-9% -$4.78K 0.02% 232
2025
Q3 		$42K Buy
55
+4
+8% +$2.98K 0.01% 270
2025
Q2 		$39.8K Buy
51
+21
+70% +$16.3K 0.01% 271
2025
Q1 		$24.8K Sell
30
-25
-45% -$20.8K 0.01% 322
2024
Q4 		$42.5K Buy
55
+5
+10% +$4.14K 0.02% 261
2024
Q3 		$44.3K Hold
50
– – 0.02% 255
2024
Q2 		$45.3K Hold
50
– – 0.02% 231
2024
Q1 		$38.9K Hold
50
– – 0.02% 266
2023
Q4 		$29.1K Buy
+50
New +$29.2K 0.02% 288

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Tidemark's LLY Position: Q1 2026 in Review

Tidemark increased its Eli Lilly (LLY) stake by 38% in Q1 2026, buying an estimated $19.3K and bringing the position to 69 shares worth $63.5K. The position accounts for 0.02% of the portfolio, ranked #240.

Tidemark first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Tidemark held 69 shares of Eli Lilly worth $63.5K as of Q1 2026.
  • Tidemark bought 19 Eli Lilly shares in Q1 2026, an estimated $19.3K.
  • Eli Lilly made up 0.02% of Tidemark's portfolio in Q1 2026, its #240 holding.
  • Tidemark first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.