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Towercrest Capital Management’s Eli Lilly LLY Stock Holding History

Towercrest Capital 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 		$293K Buy
319
+25
+9% +$25.3K 0.05% 87
2025
Q4 		$316K Hold
294
– – 0.05% 84
2025
Q3 		$224K Buy
+294
New +$219K 0.04% 93
2024
Q4 		– Sell
-804
Closed -$712K – 107
2024
Q3 		$712K Hold
804
– – 0.11% 57
2024
Q2 		$728K Hold
804
– – 0.12% 59
2024
Q1 		$625K Buy
+804
New +$572K 0.11% 61

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

Towercrest Capital Management's LLY Position: Q1 2026 in Review

Towercrest Capital Management increased its Eli Lilly (LLY) stake by 8.5% in Q1 2026, buying an estimated $25.3K and bringing the position to 319 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #87.

Towercrest Capital Management first reported a position in LLY in Q1 2024 and has held it in 6 quarters since. The position peaked at $728K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Towercrest Capital Management held 319 shares of Eli Lilly worth $293K as of Q1 2026.
  • Towercrest Capital Management bought 25 Eli Lilly shares in Q1 2026, an estimated $25.3K.
  • Eli Lilly made up 0.05% of Towercrest Capital Management's portfolio in Q1 2026, its #87 holding.
  • Towercrest Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 6 quarters since.
  • Towercrest Capital Management's Eli Lilly position peaked at $728K in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.