TruNorth Capital Management’s Eli Lilly LLY Stock Holding History

TruNorth Capital Management’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	$859K	Buy	742 +114	+18%	+$135K	0.13%	52
2026 Q2	$753K	Buy	628 +3	+0.5%	+$3.06K	0.12%	56
2026 Q1	$575K	Hold	625	–	–	0.11%	56
2025 Q4	$672K	Buy	625 +237	+61%	+$227K	0.13%	55
2025 Q3	$296K	Buy	388 +56	+17%	+$41.7K	0.06%	74
2025 Q2	$259K	Sell	332 -3	-0.9%	-$2.33K	0.06%	75
2025 Q1	$277K	Hold	335	–	–	0.07%	80
2024 Q4	$259K	Hold	335	–	–	0.07%	60
2024 Q3	$297K	Buy	335 +11	+3%	+$9.89K	0.09%	54
2024 Q2	$293K	Sell	324 -16	-5%	-$12.8K	0.1%	53
2024 Q1	$265K	Buy	+340	New	+$242K	0.09%	50

Other funds holding LLY

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

TruNorth Capital Management's LLY Position: Q3 2026 in Review

TruNorth Capital Management increased its Eli Lilly (LLY) stake by 18% in Q3 2026, buying an estimated $135K and bringing the position to 742 shares worth $859K. The position accounts for 0.13% of the portfolio, ranked #52.

TruNorth Capital Management first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

TruNorth Capital Management held 742 shares of Eli Lilly worth $859K as of Q3 2026.
TruNorth Capital Management bought 114 Eli Lilly shares in Q3 2026, an estimated $135K.
Eli Lilly made up 0.13% of TruNorth Capital Management's portfolio in Q3 2026, its #52 holding.
TruNorth Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
565 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on TruNorth Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.