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Tortuga Wealth Management’s Eli Lilly LLY Stock Holding History

Tortuga Wealth 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
Q1 		$434K Buy
472
+111
+31% +$113K 0.41% 55
2025
Q4 		$388K Buy
+361
New +$345K 0.41% 56

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

Tortuga Wealth Management's LLY Position: Q1 2026 in Review

Tortuga Wealth Management increased its Eli Lilly (LLY) stake by 31% in Q1 2026, buying an estimated $113K and bringing the position to 472 shares worth $434K. The position accounts for 0.41% of the portfolio, ranked #55.

Tortuga Wealth Management first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Tortuga Wealth Management held 472 shares of Eli Lilly worth $434K as of Q1 2026.
  • Tortuga Wealth Management bought 111 Eli Lilly shares in Q1 2026, an estimated $113K.
  • Eli Lilly made up 0.41% of Tortuga Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Tortuga Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.