Truepoint Inc’s Eli Lilly LLY Stock Holding History

Truepoint Inc’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	$553K	Sell	601 -20	-3%	-$20.3K	0.01%	102
2025 Q4	$667K	Buy	621 +191	+44%	+$183K	0.02%	90
2025 Q3	$328K	Buy	430 +18	+4%	+$13.4K	0.01%	115
2025 Q2	$321K	Buy	412 +51	+14%	+$39.6K	0.01%	114
2025 Q1	$298K	Sell	361 -50	-12%	-$41.6K	0.01%	112
2024 Q4	$317K	Sell	411 -51	-11%	-$42.2K	0.01%	106
2024 Q3	$409K	Buy	462 +230	+99%	+$207K	0.01%	101
2024 Q2	$210K	Buy	+232	New	+$186K	0.01%	115
2024 Q1	–	Sell	-1,241	Closed	-$723K	–	188
2023 Q4	$723K	Buy	1,241 +181	+17%	+$106K	0.02%	106
2023 Q3	$570K	Buy	+1,060	New	+$546K	0.02%	106

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Truepoint Inc's LLY Position: Q1 2026 in Review

Truepoint Inc reduced its Eli Lilly (LLY) stake by 3.2% in Q1 2026, selling an estimated $20.3K and leaving 601 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #102.

Truepoint Inc first reported a position in LLY in Q3 2023 and has held it in 10 quarters since. The position peaked at $723K in Q4 2023. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Truepoint Inc held 601 shares of Eli Lilly worth $553K as of Q1 2026.
Truepoint Inc sold 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
Eli Lilly made up 0.01% of Truepoint Inc's portfolio in Q1 2026, its #102 holding.
Truepoint Inc first reported a position in Eli Lilly in Q3 2023 and has held it in 10 quarters since.
Truepoint Inc's Eli Lilly position peaked at $723K in Q4 2023.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.