TigerOak Management’s Eli Lilly LLY Stock Holding History

TigerOak 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 Q3	$530K	Sell	458 -20	-4%	-$23.6K	0.14%	84
2026 Q2	$573K	Hold	478	–	–	0.16%	78
2026 Q1	$440K	Hold	478	–	–	0.14%	80
2025 Q4	$514K	Hold	478	–	–	0.16%	71
2025 Q3	$365K	Sell	478 -158	-25%	-$118K	0.11%	85
2025 Q2	$496K	Sell	636 -40	-6%	-$31.1K	0.17%	68
2025 Q1	$558K	Hold	676	–	–	0.22%	62
2024 Q4	$522K	Buy	+676	New	+$560K	0.19%	65

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

TigerOak Management's LLY Position: Q3 2026 in Review

TigerOak Management reduced its Eli Lilly (LLY) stake by 4.2% in Q3 2026, selling an estimated $23.6K and leaving 458 shares worth $530K. The position accounts for 0.14% of the portfolio, ranked #84.

TigerOak Management first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $573K in Q2 2026. 3,679 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

TigerOak Management held 458 shares of Eli Lilly worth $530K as of Q3 2026.
TigerOak Management sold 20 Eli Lilly shares in Q3 2026, an estimated $23.6K.
Eli Lilly made up 0.14% of TigerOak Management's portfolio in Q3 2026, its #84 holding.
TigerOak Management first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
TigerOak Management's Eli Lilly position peaked at $573K in Q2 2026.
3,679 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on TigerOak Management's 13F filing for Q3 2026, filed 23 Oct 2026.