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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
Q2 		$4.63M Buy
3,961
+564
+17% +$576K 0.93% 46
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 $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trinity Legacy Partners's LLY Position: Q2 2026 in Review

Trinity Legacy Partners increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $576K and bringing the position to 3,961 shares worth $4.63M. The position accounts for 0.93% of the portfolio, ranked #46.

Trinity Legacy Partners first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Trinity Legacy Partners held 3,961 shares of Eli Lilly worth $4.63M as of Q2 2026.
  • Trinity Legacy Partners bought 564 Eli Lilly shares in Q2 2026, an estimated $576K.
  • Eli Lilly made up 0.93% of Trinity Legacy Partners's portfolio in Q2 2026, its #46 holding.
  • Trinity Legacy Partners first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.