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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
Q2 		$377K Sell
314
-5
-2% -$5.11K 0.05% 78
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Towercrest Capital Management's LLY Position: Q2 2026 in Review

Towercrest Capital Management reduced its Eli Lilly (LLY) stake by 1.6% in Q2 2026, selling an estimated $5.11K and leaving 314 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #78.

Towercrest Capital Management first reported a position in LLY in Q1 2024 and has held it in 7 quarters since. The position peaked at $728K in Q2 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Towercrest Capital Management held 314 shares of Eli Lilly worth $377K as of Q2 2026.
  • Towercrest Capital Management sold 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 0.05% of Towercrest Capital Management's portfolio in Q2 2026, its #78 holding.
  • Towercrest Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 7 quarters since.
  • Towercrest Capital Management's Eli Lilly position peaked at $728K in Q2 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.