TriaGen Wealth Management’s Eli Lilly LLY Stock Holding History

TriaGen 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 Q3	$300K	Buy	259 +15	+6%	+$17.7K	0.07%	163
2026 Q2	$293K	Buy	+244	New	+$249K	0.07%	158
2026 Q1	–	Sell	-498	Closed	-$535K	–	189
2025 Q4	$535K	Buy	+498	New	+$476K	0.14%	116
2025 Q1	–	Sell	-362	Closed	-$279K	–	182
2024 Q4	$279K	Sell	362 -700	-66%	-$580K	0.09%	145
2024 Q3	$941K	Buy	1,062 +298	+39%	+$268K	0.32%	73
2024 Q2	$692K	Buy	764 +1	+0.1%	+$800	0.27%	84
2024 Q1	$594K	Sell	763 -9	-1%	-$6.4K	0.25%	87
2023 Q4	$450K	Sell	772 -1,262	-62%	-$737K	0.21%	96
2023 Q3	$1.09M	Buy	2,034 +1,332	+190%	+$686K	0.56%	57
2023 Q2	$329K	Buy	+702	New	+$294K	0.15%	123

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TriaGen Wealth Management's LLY Position: Q3 2026 in Review

TriaGen Wealth Management increased its Eli Lilly (LLY) stake by 6.1% in Q3 2026, buying an estimated $17.7K and bringing the position to 259 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #163.

TriaGen Wealth Management first reported a position in LLY in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q3 2023. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

TriaGen Wealth Management held 259 shares of Eli Lilly worth $300K as of Q3 2026.
TriaGen Wealth Management bought 15 Eli Lilly shares in Q3 2026, an estimated $17.7K.
Eli Lilly made up 0.07% of TriaGen Wealth Management's portfolio in Q3 2026, its #163 holding.
TriaGen Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 10 quarters since.
TriaGen Wealth Management's Eli Lilly position peaked at $1.09M in Q3 2023.
4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.