Triumph Capital Management
LLY icon

Triumph Capital Management’s Eli Lilly LLY Stock Holding History

Triumph Capital 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
Q3 		$3.9M Buy
3,370
+332
+11% +$392K 0.68% 33
2026
Q2 		$3.64M Buy
3,038
+673
+28% +$688K 0.66% 34
2026
Q1 		$2.18M Buy
2,365
+848
+56% +$860K 0.44% 50
2025
Q4 		$1.63M Sell
1,517
-2,796
-65% -$2.67M 0.35% 59
2025
Q3 		$3.29M Buy
4,313
+1,286
+42% +$957K 0.88% 29
2025
Q2 		$2.36M Buy
3,027
+1,850
+157% +$1.44M 0.71% 27
2025
Q1 		$972K Sell
1,177
-199
-14% -$166K 0.32% 74
2024
Q4 		$1.06M Buy
1,376
+180
+15% +$149K 0.36% 57
2024
Q3 		$1.06M Buy
1,196
+531
+80% +$477K 0.38% 55
2024
Q2 		$602K Sell
665
-101
-13% -$80.8K 0.24% 101
2024
Q1 		$582K Sell
766
-1,474
-66% -$1.05M 0.24% 102
2023
Q4 		$1.31M Buy
2,240
+1,392
+164% +$813K 0.55% 41
2023
Q3 		$455K Buy
848
+10
+1% +$5.15K 0.21% 110
2023
Q2 		$393K Sell
838
-367
-30% -$154K 0.18% 116
2023
Q1 		$414K Buy
1,205
+329
+38% +$111K 0.21% 96
2022
Q4 		$320K Buy
+876
New +$311K 0.17% 132
2022
Q2 		– Sell
-2,015
Closed -$577K – 222
2022
Q1 		$577K Sell
2,015
-504
-20% -$130K 0.25% 102
2021
Q4 		$696K Sell
2,519
-1,111
-31% -$282K 0.3% 80
2021
Q3 		$839K Buy
+3,630
New +$896K 0.39% 62

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Triumph Capital Management's LLY Position: Q3 2026 in Review

Triumph Capital Management increased its Eli Lilly (LLY) stake by 11% in Q3 2026, buying an estimated $392K and bringing the position to 3,370 shares worth $3.9M. The position accounts for 0.68% of the portfolio, ranked #33.

Triumph Capital Management first reported a position in LLY in Q3 2021 and has held it in 19 quarters since. 1,633 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Triumph Capital Management held 3,370 shares of Eli Lilly worth $3.9M as of Q3 2026.
  • Triumph Capital Management bought 332 Eli Lilly shares in Q3 2026, an estimated $392K.
  • Eli Lilly made up 0.68% of Triumph Capital Management's portfolio in Q3 2026, its #33 holding.
  • Triumph Capital Management first reported a position in Eli Lilly in Q3 2021 and has held it in 19 quarters since.
  • 1,633 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.