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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
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TrueWealth Advisors's LLY Position: Q2 2026 in Review

TrueWealth Advisors reduced its Eli Lilly (LLY) stake by 0.91% in Q2 2026, selling an estimated $10.2K and leaving 1,086 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #62.

TrueWealth Advisors first reported a position in LLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.49M in Q1 2025. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • TrueWealth Advisors held 1,086 shares of Eli Lilly worth $1.3M as of Q2 2026.
  • TrueWealth Advisors sold 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
  • Eli Lilly made up 0.29% of TrueWealth Advisors's portfolio in Q2 2026, its #62 holding.
  • TrueWealth Advisors first reported a position in Eli Lilly in Q1 2021 and has held it in 22 quarters since.
  • TrueWealth Advisors's Eli Lilly position peaked at $1.49M in Q1 2025.
  • 1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.