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Tri Locum Partners’s Eli Lilly LLY Stock Holding History

Tri Locum Partners’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 		$91.8M Buy
76,532
+14,737
+24% +$15.1M 11.29% 3
2026
Q1 		$56.8M Sell
61,795
-1,489
-2% -$1.51M 7.98% 6
2025
Q4 		$68M Buy
+63,284
New +$60.5M 8.83% 3
2023
Q3 		– Sell
-54,369
Closed -$25.5M – 74
2023
Q2 		$25.5M Buy
54,369
+9,921
+22% +$4.16M 9.48% 1
2023
Q1 		$15.3M Sell
44,448
-10,021
-18% -$3.38M 4.65% 5
2022
Q4 		$19.9M Sell
54,469
-50,701
-48% -$18M 8.06% 2
2022
Q3 		$34M Buy
105,170
+35,503
+51% +$11.2M 9.33% 1
2022
Q2 		$22.6M Buy
69,667
+28,057
+67% +$8.42M 9.25% 2
2022
Q1 		$11.9M Sell
41,610
-36,918
-47% -$9.5M 4.65% 8
2021
Q4 		$21.7M Buy
+78,528
New +$19.9M 8.54% 2
2021
Q2 		– Sell
-48,299
Closed -$9.02M – 37
2021
Q1 		$9.02M Sell
48,299
-7,222
-13% -$1.41M 2.24% 13
2020
Q4 		$9.37M Buy
+55,521
New +$8.29M 3.4% 9

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

Tri Locum Partners's LLY Position: Q2 2026 in Review

Tri Locum Partners increased its Eli Lilly (LLY) stake by 24% in Q2 2026, buying an estimated $15.1M and bringing the position to 76,532 shares worth $91.8M. The position accounts for 11.29% of the portfolio, ranked #3.

Tri Locum Partners first reported a position in LLY in Q4 2020 and has held it in 12 quarters since. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Tri Locum Partners held 76,532 shares of Eli Lilly worth $91.8M as of Q2 2026.
  • Tri Locum Partners bought 14,737 Eli Lilly shares in Q2 2026, an estimated $15.1M.
  • Eli Lilly made up 11.29% of Tri Locum Partners's portfolio in Q2 2026, its #3 holding.
  • Tri Locum Partners first reported a position in Eli Lilly in Q4 2020 and has held it in 12 quarters since.
  • 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Tri Locum Partners's 13F filing for Q2 2026, filed 14 Aug 2026.