TWM
LLY icon

Tradition Wealth Management’s Eli Lilly LLY Stock Holding History

Tradition 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 		$1.91M Buy
2,079
+163
+9% +$165K 0.14% 144
2025
Q4 		$2.06M Buy
1,916
+70
+4% +$66.9K 0.15% 135
2025
Q3 		$1.41M Buy
1,846
+456
+33% +$339K 0.1% 160
2025
Q2 		$1.08M Buy
1,390
+33
+2% +$25.6K 0.09% 175
2025
Q1 		$1.12M Sell
1,357
-15
-1% -$12.5K 0.1% 160
2024
Q4 		$1.06M Sell
1,372
-31
-2% -$25.7K 0.09% 166
2024
Q3 		$1.24M Buy
1,403
+172
+14% +$155K 0.11% 156
2024
Q2 		$1.11M Buy
1,231
+11
+0.9% +$8.8K 0.11% 152
2024
Q1 		$949K Buy
1,220
+45
+4% +$32K 0.1% 157
2023
Q4 		$685K Buy
1,175
+11
+0.9% +$6.42K 0.07% 151
2023
Q3 		$625K Buy
1,164
+2
+0.2% +$1.03K 0.07% 148
2023
Q2 		$545K Sell
1,162
-69
-6% -$28.9K 0.06% 171
2023
Q1 		$423K Buy
1,231
+620
+101% +$209K 0.05% 197
2022
Q4 		$224K Sell
611
-21
-3% -$7.45K 0.03% 254
2022
Q3 		$204K Buy
632
+8
+1% +$2.54K 0.03% 252
2022
Q2 		$202K Buy
624
+20
+3% +$6K 0.03% 255
2022
Q1 		$173K Buy
604
+30
+5% +$7.72K 0.02% 318
2021
Q4 		$159K Hold
574
– – 0.02% 334
2021
Q3 		$133K Sell
574
-51
-8% -$12.6K 0.02% 324
2021
Q2 		$143K Sell
625
-10
-2% -$2.01K 0.02% 336
2021
Q1 		$119K Buy
635
+149
+31% +$29.1K 0.02% 302
2020
Q4 		$82K Buy
+486
New +$72.6K 0.02% 320

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

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

Tradition Wealth Management increased its Eli Lilly (LLY) stake by 8.5% in Q1 2026, buying an estimated $165K and bringing the position to 2,079 shares worth $1.91M. The position accounts for 0.14% of the portfolio, ranked #144.

Tradition Wealth Management first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.06M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Tradition Wealth Management held 2,079 shares of Eli Lilly worth $1.91M as of Q1 2026.
  • Tradition Wealth Management bought 163 Eli Lilly shares in Q1 2026, an estimated $165K.
  • Eli Lilly made up 0.14% of Tradition Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Tradition Wealth Management first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Eli Lilly position peaked at $2.06M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.