TritonPoint Wealth’s Eli Lilly LLY Stock Holding History

TritonPoint Wealth’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	$3.31M	Sell	3,595 -90	-2%	-$91.2K	0.35%	71
2025 Q4	$3.96M	Sell	3,685 -334	-8%	-$319K	0.4%	61
2025 Q3	$3.07M	Buy	4,019 +59	+1%	+$43.9K	0.26%	93
2025 Q2	$3.09M	Sell	3,960 -294	-7%	-$228K	0.29%	87
2025 Q1	$3.51M	Buy	4,254 +70	+2%	+$58.2K	0.33%	79
2024 Q4	$3.23M	Buy	4,184 +108	+3%	+$89.4K	0.29%	87
2024 Q3	$3.58M	Buy	4,076 +241	+6%	+$217K	0.33%	84
2024 Q2	$3.47M	Buy	3,835 +33	+0.9%	+$26.4K	0.33%	80
2024 Q1	$2.07M	Buy	3,802 +141	+4%	+$100K	0.22%	102
2023 Q4	$2.13M	Buy	+3,661	New	+$2.14M	0.21%	101

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TritonPoint Wealth's LLY Position: Q1 2026 in Review

TritonPoint Wealth reduced its Eli Lilly (LLY) stake by 2.4% in Q1 2026, selling an estimated $91.2K and leaving 3,595 shares worth $3.31M. The position accounts for 0.35% of the portfolio, ranked #71.

TritonPoint Wealth first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.96M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

TritonPoint Wealth held 3,595 shares of Eli Lilly worth $3.31M as of Q1 2026.
TritonPoint Wealth sold 90 Eli Lilly shares in Q1 2026, an estimated $91.2K.
Eli Lilly made up 0.35% of TritonPoint Wealth's portfolio in Q1 2026, its #71 holding.
TritonPoint Wealth first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Eli Lilly position peaked at $3.96M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.