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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Trail Ridge Investment Advisors's LLY Position: Q1 2026 in Review

Trail Ridge Investment Advisors increased its Eli Lilly (LLY) stake by 1.6% in Q1 2026, buying an estimated $22.3K and bringing the position to 1,411 shares worth $1.3M. The position accounts for 0.56% of the portfolio, ranked #44.

Trail Ridge Investment Advisors first reported a position in LLY in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.49M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Trail Ridge Investment Advisors held 1,411 shares of Eli Lilly worth $1.3M as of Q1 2026.
Trail Ridge Investment Advisors bought 22 Eli Lilly shares in Q1 2026, an estimated $22.3K.
Eli Lilly made up 0.56% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #44 holding.
Trail Ridge Investment Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 15 quarters since.
Trail Ridge Investment Advisors's Eli Lilly position peaked at $1.49M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.