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Triad Wealth Partners’s Eli Lilly LLY Stock Holding History

Triad Wealth 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
Q1 		$3.25M Buy
4,336
+1,838
+74% +$1.86M 0.26% 74
2025
Q4 		$2.68M Buy
2,498
+1,335
+115% +$1.28M 0.26% 76
2025
Q3 		$887K Sell
1,163
-222
-16% -$165K 0.11% 130
2025
Q2 		$1.08M Buy
1,385
+419
+43% +$326K 0.22% 79
2025
Q1 		$798K Buy
966
+114
+13% +$94.9K 0.25% 69
2024
Q4 		$658K Buy
+852
New +$705K 0.24% 73
2024
Q3 		– Sell
-614
Closed -$556K – 529
2024
Q2 		$556K Buy
614
+205
+50% +$164K 0.29% 33
2024
Q1 		$318K Buy
+409
New +$291K 0.24% 40

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

Triad Wealth Partners's LLY Position: Q1 2026 in Review

Triad Wealth Partners increased its Eli Lilly (LLY) stake by 74% in Q1 2026, buying an estimated $1.86M and bringing the position to 4,336 shares worth $3.25M. The position accounts for 0.26% of the portfolio, ranked #74.

Triad Wealth Partners first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Triad Wealth Partners held 4,336 shares of Eli Lilly worth $3.25M as of Q1 2026.
  • Triad Wealth Partners bought 1,838 Eli Lilly shares in Q1 2026, an estimated $1.86M.
  • Eli Lilly made up 0.26% of Triad Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Triad Wealth Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.