TrueMark Investments’s Eli Lilly LLY Stock Holding History

TrueMark Investments’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	$829K	Sell	691 -734	-52%	-$750K	0.1%	110
2026 Q1	$1.31M	Buy	1,425 +20	+1%	+$20.3K	0.26%	77
2025 Q4	$1.51M	Sell	1,405 -40	-3%	-$38.2K	0.29%	75
2025 Q3	$1.1M	Sell	1,445 -120	-8%	-$89.3K	0.19%	117
2025 Q2	$1.22M	Sell	1,565 -60	-4%	-$46.6K	0.26%	106
2025 Q1	$1.34M	Sell	1,625 -120	-7%	-$99.9K	0.35%	82
2024 Q4	$1.35M	Sell	1,745 -324	-16%	-$268K	0.43%	77
2024 Q3	$1.83M	Sell	2,069 -202	-9%	-$182K	0.59%	63
2024 Q2	$2.06M	Buy	+2,271	New	+$1.82M	0.7%	52

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

TrueMark Investments's LLY Position: Q2 2026 in Review

TrueMark Investments reduced its Eli Lilly (LLY) stake by 52% in Q2 2026, selling an estimated $750K and leaving 691 shares worth $829K. The position accounts for 0.1% of the portfolio, ranked #110.

TrueMark Investments first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.06M in Q2 2024. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

TrueMark Investments held 691 shares of Eli Lilly worth $829K as of Q2 2026.
TrueMark Investments sold 734 Eli Lilly shares in Q2 2026, an estimated $750K.
Eli Lilly made up 0.1% of TrueMark Investments's portfolio in Q2 2026, its #110 holding.
TrueMark Investments first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
TrueMark Investments's Eli Lilly position peaked at $2.06M in Q2 2024.
2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.