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Trinity Legacy Partners’s Eli Lilly LLY Stock Holding History

Trinity Legacy 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 		$3.13M Buy
3,397
+137
+4% +$139K 0.68% 54
2025
Q4 		$3.5M Buy
3,260
+47
+1% +$44.9K 0.8% 51
2025
Q3 		$2.77M Buy
3,213
+308
+11% +$229K 0.64% 58
2025
Q2 		$2.29M Buy
2,905
+2,625
+938% +$2.04M 0.56% 61
2025
Q1 		$209K Buy
+280
New +$233K 0.05% 90

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Trinity Legacy Partners's LLY Position: Q1 2026 in Review

Trinity Legacy Partners increased its Eli Lilly (LLY) stake by 4.2% in Q1 2026, buying an estimated $139K and bringing the position to 3,397 shares worth $3.13M. The position accounts for 0.68% of the portfolio, ranked #54.

Trinity Legacy Partners first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.5M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Trinity Legacy Partners held 3,397 shares of Eli Lilly worth $3.13M as of Q1 2026.
  • Trinity Legacy Partners bought 137 Eli Lilly shares in Q1 2026, an estimated $139K.
  • Eli Lilly made up 0.68% of Trinity Legacy Partners's portfolio in Q1 2026, its #54 holding.
  • Trinity Legacy Partners first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • Trinity Legacy Partners's Eli Lilly position peaked at $3.5M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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