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 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 Indiananapolis, Indiana $84.5B AUM 11.36% 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

Triune Financial Partners's LLY Position: Q1 2026 in Review

Triune Financial Partners held its Eli Lilly (LLY) position steady in Q1 2026 at 508 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #27.

Triune Financial Partners first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $573K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Triune Financial Partners held 508 shares of Eli Lilly worth $467K as of Q1 2026.
Triune Financial Partners left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.11% of Triune Financial Partners's portfolio in Q1 2026, its #27 holding.
Triune Financial Partners first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Triune Financial Partners's Eli Lilly position peaked at $573K in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.