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 Q3	$606K	Buy	524 +9	+2%	+$10.6K	0.12%	25
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 Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Triune Financial Partners's LLY Position: Q3 2026 in Review

Triune Financial Partners increased its Eli Lilly (LLY) stake by 1.7% in Q3 2026, buying an estimated $10.6K and bringing the position to 524 shares worth $606K. The position accounts for 0.12% of the portfolio, ranked #25.

Triune Financial Partners first reported a position in LLY in Q2 2023 and has held it in 14 quarters since. The position peaked at $617K in Q2 2026. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Triune Financial Partners held 524 shares of Eli Lilly worth $606K as of Q3 2026.
Triune Financial Partners bought 9 Eli Lilly shares in Q3 2026, an estimated $10.6K.
Eli Lilly made up 0.12% of Triune Financial Partners's portfolio in Q3 2026, its #25 holding.
Triune Financial Partners first reported a position in Eli Lilly in Q2 2023 and has held it in 14 quarters since.
Triune Financial Partners's Eli Lilly position peaked at $617K in Q2 2026.
3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Triune Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.