Trueblood Wealth Management’s Eli Lilly LLY Stock Holding History

Trueblood Wealth Management’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	$989K	Sell	825 -8	-1%	-$8.17K	0.35%	95
2026 Q1	$766K	Sell	833 -4	-0.5%	-$4.05K	0.3%	107
2025 Q4	$899K	Buy	837 +1	+0.1%	+$956	0.35%	90
2025 Q3	$638K	Sell	836 -2	-0.2%	-$1.49K	0.25%	123
2025 Q2	$653K	Buy	838 +7	+0.8%	+$5.44K	0.27%	117
2025 Q1	$686K	Sell	831 -5	-0.6%	-$4.16K	0.32%	107
2024 Q4	$645K	Buy	836 +1	+0.1%	+$828	0.32%	108
2024 Q3	$740K	Sell	835 -63	-7%	-$56.6K	0.37%	86
2024 Q2	$813K	Hold	898	–	–	0.46%	74
2024 Q1	$699K	Buy	898 +103	+13%	+$73.3K	0.4%	83
2023 Q4	$463K	Buy	+795	New	+$464K	0.29%	108

Other funds holding LLY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Trueblood Wealth Management's LLY Position: Q2 2026 in Review

Trueblood Wealth Management reduced its Eli Lilly (LLY) stake by 0.96% in Q2 2026, selling an estimated $8.17K and leaving 825 shares worth $989K. The position accounts for 0.35% of the portfolio, ranked #95.

Trueblood Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Trueblood Wealth Management held 825 shares of Eli Lilly worth $989K as of Q2 2026.
Trueblood Wealth Management sold 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
Eli Lilly made up 0.35% of Trueblood Wealth Management's portfolio in Q2 2026, its #95 holding.
Trueblood Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.