TrueWealth Advisors’s Eli Lilly LLY Stock Holding History

TrueWealth 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 Q3	$1.26M	Hold	1,086	–	–	0.28%	65
2026 Q2	$1.3M	Sell	1,086 -10	-0.9%	-$10.2K	0.29%	62
2026 Q1	$1.01M	Sell	1,096 -36	-3%	-$36.5K	0.25%	75
2025 Q4	$1.22M	Sell	1,132 -13	-1%	-$12.4K	0.31%	60
2025 Q3	$873K	Sell	1,145 -22	-2%	-$16.4K	0.24%	82
2025 Q2	$910K	Sell	1,167 -635	-35%	-$493K	0.27%	67
2025 Q1	$1.49M	Buy	1,802 +35	+2%	+$29.1K	0.49%	46
2024 Q4	$1.36M	Buy	1,767 +665	+60%	+$551K	0.46%	48
2024 Q3	$976K	Buy	1,102 +1	+0.1%	+$899	0.33%	66
2024 Q2	$997K	Sell	1,101 -84	-7%	-$67.2K	0.37%	56
2024 Q1	$922K	Buy	1,185 +122	+11%	+$86.8K	0.36%	59
2023 Q4	$620K	Sell	1,063 -26	-2%	-$15.2K	0.24%	70
2023 Q3	$585K	Buy	1,089 +26	+2%	+$13.4K	0.25%	74
2023 Q2	$499K	Hold	1,063	–	–	0.2%	83
2023 Q1	$365K	Hold	1,063	–	–	0.15%	105
2022 Q4	$389K	Hold	1,063	–	–	0.17%	100
2022 Q3	$344K	Sell	1,063 -153	-13%	-$48.5K	0.16%	99
2022 Q2	$394K	Buy	1,216 +28	+2%	+$8.4K	0.18%	99
2022 Q1	$328K	Hold	1,188	–	–	0.15%	125
2021 Q4	$328K	Buy	1,188 +127	+12%	+$32.2K	0.15%	125
2021 Q3	$245K	Hold	1,061	–	–	0.14%	120
2021 Q2	$244K	Hold	1,061	–	–	0.14%	112
2021 Q1	$202K	Buy	+1,061	New	+$208K	0.13%	121

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TrueWealth Advisors's LLY Position: Q3 2026 in Review

TrueWealth Advisors held its Eli Lilly (LLY) position steady in Q3 2026 at 1,086 shares worth $1.26M. The position accounts for 0.28% of the portfolio, ranked #65.

TrueWealth Advisors first reported a position in LLY in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.49M in Q1 2025. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

TrueWealth Advisors held 1,086 shares of Eli Lilly worth $1.26M as of Q3 2026.
TrueWealth Advisors left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.28% of TrueWealth Advisors's portfolio in Q3 2026, its #65 holding.
TrueWealth Advisors first reported a position in Eli Lilly in Q1 2021 and has held it in 23 quarters since.
TrueWealth Advisors's Eli Lilly position peaked at $1.49M in Q1 2025.
3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.