Trivant Custom Portfolio Group’s Eli Lilly LLY Stock Holding History

Trivant Custom Portfolio Group’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	$2.03M	Buy	1,689 +2	+0.1%	+$2.04K	1.08%	28
2026 Q1	$1.55M	Sell	1,687 -9	-0.5%	-$9.12K	0.85%	35
2025 Q4	$1.82M	Buy	1,696 +4	+0.2%	+$3.83K	1.05%	27
2025 Q3	$1.29M	Buy	1,692 +44	+3%	+$32.7K	0.66%	46
2025 Q2	$1.28M	Buy	1,648 +352	+27%	+$274K	0.71%	42
2025 Q1	$1.07M	Buy	1,296 +69	+6%	+$57.4K	0.62%	46
2024 Q4	$947K	Sell	1,227 -15	-1%	-$12.4K	0.55%	45
2024 Q3	$1.1M	Buy	1,242 +199	+19%	+$179K	0.63%	41
2024 Q2	$944K	Buy	+1,043	New	+$834K	0.58%	45

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trivant Custom Portfolio Group's LLY Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its Eli Lilly (LLY) stake by 0.12% in Q2 2026, buying an estimated $2.04K and bringing the position to 1,689 shares worth $2.03M. The position accounts for 1.08% of the portfolio, ranked #28.

Trivant Custom Portfolio Group first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Trivant Custom Portfolio Group held 1,689 shares of Eli Lilly worth $2.03M as of Q2 2026.
Trivant Custom Portfolio Group bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 1.08% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #28 holding.
Trivant Custom Portfolio Group first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.