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 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%	-$6.41K	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 $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TriaGen Wealth Management's LLY Position: Q2 2026 in Review

TriaGen Wealth Management opened a new position in Eli Lilly (LLY) in Q2 2026: 244 shares worth $293K. The stake represents 0.07% of the portfolio and ranks #158 among its holdings. This is a return to the name: TriaGen Wealth Management previously reported a position in LLY as recently as Q4 2025.

TriaGen Wealth Management first reported a position in LLY in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.09M in Q3 2023. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

TriaGen Wealth Management held 244 shares of Eli Lilly worth $293K as of Q2 2026.
Eli Lilly was a new TriaGen Wealth Management position in Q2 2026.
Eli Lilly made up 0.07% of TriaGen Wealth Management's portfolio in Q2 2026, its #158 holding.
TriaGen Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 9 quarters since.
TriaGen Wealth Management's Eli Lilly position peaked at $1.09M in Q3 2023.
4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.