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Trail Ridge Investment Advisors’s Eli Lilly LLY Stock Holding History

Trail Ridge Investment Advisors’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 		$1.65M Sell
1,375
-36
-3% -$36.8K 0.7% 36
2026
Q1 		$1.3M Buy
1,411
+22
+2% +$22.3K 0.56% 44
2025
Q4 		$1.49M Buy
1,389
+14
+1% +$13.4K 0.64% 39
2025
Q3 		$1.05M Buy
1,375
+10
+0.7% +$7.44K 0.47% 48
2025
Q2 		$1.01M Sell
1,365
-32
-2% -$24.9K 0.49% 47
2025
Q1 		$1.15M Sell
1,397
-234
-14% -$195K 0.59% 41
2024
Q4 		$1.26M Buy
1,631
+18
+1% +$14.9K 0.6% 43
2024
Q3 		$1.46M Buy
1,613
+6
+0.4% +$5.39K 0.69% 43
2024
Q2 		$1.45M Buy
1,607
+3
+0.2% +$2.4K 0.75% 39
2024
Q1 		$1.25M Buy
1,604
+1,073
+202% +$764K 0.71% 40
2023
Q4 		$310K Buy
+531
New +$310K 0.19% 87
2023
Q1 		– Sell
-721
Closed -$264K – 123
2022
Q4 		$264K Sell
721
-30
-4% -$10.6K 0.18% 105
2022
Q3 		$265K Hold
751
– – 0.18% 114
2022
Q2 		$243K Hold
751
– – 0.16% 135
2022
Q1 		$215K Sell
751
-92
-11% -$23.7K 0.13% 131
2021
Q4 		$233K Buy
+843
New +$214K 0.14% 126

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 $3.37T AUM 44.26% 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

Trail Ridge Investment Advisors's LLY Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Eli Lilly (LLY) stake by 2.6% in Q2 2026, selling an estimated $36.8K and leaving 1,375 shares worth $1.65M. The position accounts for 0.7% of the portfolio, ranked #36.

Trail Ridge Investment Advisors first reported a position in LLY in Q4 2021 and has held it in 16 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Trail Ridge Investment Advisors held 1,375 shares of Eli Lilly worth $1.65M as of Q2 2026.
  • Trail Ridge Investment Advisors sold 36 Eli Lilly shares in Q2 2026, an estimated $36.8K.
  • Eli Lilly made up 0.7% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Trail Ridge Investment Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 16 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.