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True Link Financial Advisors’s Eli Lilly LLY Stock Holding History

True Link Financial Advisors’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 		$298K Buy
324
+12
+4% +$12.2K 0.02% 71
2025
Q4 		$335K Buy
+312
New +$298K 0.02% 76
2025
Q2 		– Sell
-293
Closed -$242K – 102
2025
Q1 		$242K Sell
293
-526
-64% -$438K 0.02% 83
2024
Q4 		$632K Sell
819
-8
-1% -$6.62K 0.05% 34
2024
Q3 		$733K Buy
827
+2
+0.2% +$1.8K 0.06% 32
2024
Q2 		$747K Buy
825
+92
+13% +$73.6K 0.07% 31
2024
Q1 		$570K Sell
733
-34
-4% -$24.2K 0.05% 37
2023
Q4 		$447K Sell
767
-1,055
-58% -$616K 0.05% 42
2023
Q3 		$979K Buy
1,822
+83
+5% +$42.8K 0.12% 51
2023
Q2 		$816K Hold
1,739
– – 0.1% 61
2023
Q1 		$597K Hold
1,739
– – 0.07% 73
2022
Q4 		$636K Sell
1,739
-45
-3% -$16K 0.09% 68
2022
Q3 		$577K Buy
1,784
+535
+43% +$170K 0.08% 75
2022
Q2 		$405K Buy
1,249
+134
+12% +$40.2K 0.06% 93
2022
Q1 		$319K Hold
1,115
– – 0.05% 103
2021
Q4 		$308K Buy
1,115
+479
+75% +$121K 0.04% 169
2021
Q3 		$147K Hold
636
– – 0.02% 292
2021
Q2 		$146K Buy
636
+61
+11% +$12.3K 0.02% 258
2021
Q1 		$107K Hold
575
– – 0.02% 365
2020
Q4 		$97K Buy
+575
New +$85.9K 0.02% 436

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

True Link Financial Advisors's LLY Position: Q1 2026 in Review

True Link Financial Advisors increased its Eli Lilly (LLY) stake by 3.8% in Q1 2026, buying an estimated $12.2K and bringing the position to 324 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #71.

True Link Financial Advisors first reported a position in LLY in Q4 2020 and has held it in 20 quarters since. The position peaked at $979K in Q3 2023. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • True Link Financial Advisors held 324 shares of Eli Lilly worth $298K as of Q1 2026.
  • True Link Financial Advisors bought 12 Eli Lilly shares in Q1 2026, an estimated $12.2K.
  • Eli Lilly made up 0.02% of True Link Financial Advisors's portfolio in Q1 2026, its #71 holding.
  • True Link Financial Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 20 quarters since.
  • True Link Financial Advisors's Eli Lilly position peaked at $979K in Q3 2023.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.