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TrueWealth Financial Partners’s Eli Lilly LLY Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-395
Closed -$363K – 51
2026
Q1 		$363K Buy
395
+170
+76% +$172K 0.14% 42
2025
Q4 		$242K Buy
+225
New +$215K 0.2% 45

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

TrueWealth Financial Partners's LLY Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 395 shares — an estimated $363K sold.

TrueWealth Financial Partners first reported a position in LLY in Q4 2025 and held it in 2 quarters. The position peaked at $363K in Q1 2026. 4,594 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 395 Eli Lilly shares in Q2 2026, an estimated $363K.
  • TrueWealth Financial Partners first reported a position in Eli Lilly in Q4 2025 and held it in 2 quarters.
  • TrueWealth Financial Partners's Eli Lilly position peaked at $363K in Q1 2026.
  • 4,594 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.