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tru Independence’s Eli Lilly LLY Stock Holding History

tru Independence’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 		$362K Buy
393
+17
+5% +$17.2K 0.18% 68
2025
Q4 		$404K Buy
376
+25
+7% +$23.9K 0.1% 92
2025
Q3 		$268K Sell
351
-6
-2% -$4.46K 0.07% 113
2025
Q2 		$278K Buy
357
+6
+2% +$4.66K 0.08% 107
2025
Q1 		$290K Buy
351
+3
+0.9% +$2.5K 0.09% 99
2024
Q4 		$268K Sell
348
-2
-0.6% -$1.66K 0.08% 100
2024
Q3 		$310K Buy
350
+28
+9% +$25.2K 0.09% 95
2024
Q2 		$292K Buy
322
+63
+24% +$50.4K 0.09% 93
2024
Q1 		$201K Buy
+259
New +$184K 0.06% 108
2021
Q2 		– Sell
-2,231
Closed -$416K – 327
2021
Q1 		$416K Buy
2,231
+2,111
+1,759% +$413K 0.08% 184
2020
Q4 		$20 Buy
120
+55
+85% +$8.21K ﹤0.01% 540
2020
Q3 		$10K Sell
65
-43
-40% -$6.66K ﹤0.01% 280
2020
Q2 		$18 Buy
108
+1
+0.9% +$153 ﹤0.01% 518
2020
Q1 		$15 Hold
107
– – ﹤0.01% 402
2019
Q4 		$15K Buy
+107
New +$12.4K ﹤0.01% 517

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

tru Independence's LLY Position: Q1 2026 in Review

tru Independence increased its Eli Lilly (LLY) stake by 4.5% in Q1 2026, buying an estimated $17.2K and bringing the position to 393 shares worth $362K. The position accounts for 0.18% of the portfolio, ranked #68.

tru Independence first reported a position in LLY in Q4 2019 and has held it in 15 quarters since. The position peaked at $416K in Q1 2021. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • tru Independence held 393 shares of Eli Lilly worth $362K as of Q1 2026.
  • tru Independence bought 17 Eli Lilly shares in Q1 2026, an estimated $17.2K.
  • Eli Lilly made up 0.18% of tru Independence's portfolio in Q1 2026, its #68 holding.
  • tru Independence first reported a position in Eli Lilly in Q4 2019 and has held it in 15 quarters since.
  • tru Independence's Eli Lilly position peaked at $416K in Q1 2021.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.