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Triune Financial Partners’s Eli Lilly LLY Stock Holding History

Triune Financial 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 		$617K Buy
515
+7
+1% +$7.15K 0.13% 22
2026
Q1 		$467K Hold
508
– – 0.11% 27
2025
Q4 		$527K Hold
508
– – 0.12% 25
2025
Q3 		$387K Hold
508
– – 0.1% 27
2025
Q2 		$396K Sell
508
-160
-24% -$124K 0.11% 24
2025
Q1 		$552K Buy
668
+35
+6% +$29.1K 0.18% 16
2024
Q4 		$489K Hold
633
– – 0.15% 17
2024
Q3 		$561K Hold
633
– – 0.18% 14
2024
Q2 		$573K Sell
633
-1
-0.2% -$800 0.2% 13
2024
Q1 		$493K Sell
634
-17
-3% -$12.1K 0.17% 18
2023
Q4 		$380K Sell
651
-237
-27% -$138K 0.14% 20
2023
Q3 		$477K Hold
888
– – 0.2% 16
2023
Q2 		$417K Buy
+888
New +$372K 0.17% 18

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

Triune Financial Partners's LLY Position: Q2 2026 in Review

Triune Financial Partners increased its Eli Lilly (LLY) stake by 1.4% in Q2 2026, buying an estimated $7.15K and bringing the position to 515 shares worth $617K. The position accounts for 0.13% of the portfolio, ranked #22.

Triune Financial Partners first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Triune Financial Partners held 515 shares of Eli Lilly worth $617K as of Q2 2026.
  • Triune Financial Partners bought 7 Eli Lilly shares in Q2 2026, an estimated $7.15K.
  • Eli Lilly made up 0.13% of Triune Financial Partners's portfolio in Q2 2026, its #22 holding.
  • Triune Financial Partners first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.