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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
Q2 		$738K Buy
615
+14
+2% +$14.3K 0.02% 92
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truepoint Inc's LLY Position: Q2 2026 in Review

Truepoint Inc increased its Eli Lilly (LLY) stake by 2.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 615 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #92.

Truepoint Inc first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Truepoint Inc held 615 shares of Eli Lilly worth $738K as of Q2 2026.
  • Truepoint Inc bought 14 Eli Lilly shares in Q2 2026, an estimated $14.3K.
  • Eli Lilly made up 0.02% of Truepoint Inc's portfolio in Q2 2026, its #92 holding.
  • Truepoint Inc first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.