Triangle Securities Wealth Management’s Eli Lilly LLY Stock Holding History

Triangle Securities 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	$5.03M	Sell	4,197 -53	-1%	-$54.2K	1%	27
2026 Q1	$3.91M	Sell	4,250 -106	-2%	-$107K	0.89%	33
2025 Q4	$4.68M	Sell	4,356 -198	-4%	-$189K	0.99%	28
2025 Q3	$3.47M	Sell	4,554 -166	-4%	-$124K	0.79%	39
2025 Q2	$3.68M	Sell	4,720 -94	-2%	-$73K	0.91%	31
2025 Q1	$3.98M	Buy	4,814 +1,120	+30%	+$932K	1.02%	25
2024 Q4	$2.85M	Sell	3,694 -188	-5%	-$156K	0.73%	35
2024 Q3	$3.44M	Sell	3,882 -337	-8%	-$303K	0.89%	27
2024 Q2	$3.82M	Sell	4,219 -108	-2%	-$86.4K	1.08%	21
2024 Q1	$3.37M	Sell	4,327 -118	-3%	-$84K	0.96%	25
2023 Q4	$2.59M	Sell	4,445 -233	-5%	-$136K	0.81%	30
2023 Q3	$2.51M	Sell	4,678 -93	-2%	-$47.9K	0.89%	27
2023 Q2	$2.24M	Sell	4,771 -473	-9%	-$198K	0.77%	35
2023 Q1	$1.8M	Sell	5,244 -272	-5%	-$91.7K	0.64%	51
2022 Q4	$2.02M	Sell	5,516 -526	-9%	-$186K	0.74%	39
2022 Q3	$1.95M	Sell	6,042 -529	-8%	-$168K	0.8%	38
2022 Q2	$2.13M	Sell	6,571 -568	-8%	-$170K	0.83%	38
2022 Q1	$2.04M	Sell	7,139 -1,030	-13%	-$265K	0.68%	44
2021 Q4	$2.26M	Sell	8,169 -329	-4%	-$83.4K	0.71%	40
2021 Q3	$1.96M	Sell	8,498 -491	-5%	-$121K	0.67%	46
2021 Q2	$2.06M	Sell	8,989 -92	-1%	-$18.5K	0.7%	44
2021 Q1	$1.7M	Sell	9,081 -230	-2%	-$45K	0.61%	56
2020 Q4	$1.57M	Sell	9,311 -10	-0.1%	-$1.49K	0.62%	54
2020 Q3	$1.38M	Sell	9,321 -379	-4%	-$58.7K	0.62%	54
2020 Q2	$1.59M	Sell	9,700 -1,686	-15%	-$259K	0.76%	44
2020 Q1	$1.58M	Sell	11,386 -730	-6%	-$100K	0.91%	38
2019 Q4	$1.59M	Sell	12,116 -379	-3%	-$43.9K	0.69%	46
2019 Q3	$1.4M	Sell	12,495 -50	-0.4%	-$5.57K	0.68%	49
2019 Q2	$1.4M	Sell	12,545 -339	-3%	-$39.9K	0.71%	50
2019 Q1	$1.67M	Sell	12,884 -1,607	-11%	-$195K	0.88%	39
2018 Q4	$1.68M	Sell	14,491 -89	-0.6%	-$9.94K	0.99%	36
2018 Q3	$1.56M	Sell	14,580 -55	-0.4%	-$5.5K	0.83%	39
2018 Q2	$1.25M	Sell	14,635 -274	-2%	-$22.5K	0.7%	49
2018 Q1	$1.15M	Buy	14,909 +1,275	+9%	+$103K	0.66%	53
2017 Q4	$1.15M	Sell	13,634 -115	-0.8%	-$9.79K	0.66%	51
2017 Q3	$1.18M	Hold	13,749	–	–	0.7%	46
2017 Q2	$1.13M	Buy	13,749 +250	+2%	+$20.4K	0.75%	46
2017 Q1	$1.14M	Sell	13,499 -46	-0.3%	-$3.68K	0.72%	47
2016 Q4	$996K	Buy	13,545 +2,400	+22%	+$179K	0.67%	52
2016 Q3	$894K	Buy	+11,145	New	+$892K	0.62%	53
2016 Q1	–	Sell	-3,905	Closed	-$329K	–	142
2015 Q4	$329K	Buy	+3,905	New	+$324K	0.22%	98
2013 Q3	–	Sell	-915	Closed	-$45K	–	268
2013 Q2	$45K	Buy	+915	New	+$49.8K	0.03%	271

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Triangle Securities Wealth Management's LLY Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Eli Lilly (LLY) stake by 1.2% in Q2 2026, selling an estimated $54.2K and leaving 4,197 shares worth $5.03M. The position accounts for 1% of the portfolio, ranked #27.

Triangle Securities Wealth Management first reported a position in LLY in Q2 2013 and has held it in 42 quarters since. 961 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Triangle Securities Wealth Management held 4,197 shares of Eli Lilly worth $5.03M as of Q2 2026.
Triangle Securities Wealth Management sold 53 Eli Lilly shares in Q2 2026, an estimated $54.2K.
Eli Lilly made up 1% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #27 holding.
Triangle Securities Wealth Management first reported a position in Eli Lilly in Q2 2013 and has held it in 42 quarters since.
961 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.