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Truvestments Capital’s Eli Lilly LLY Stock Holding History

Truvestments Capital’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
Q1 		$1.24M Buy
1,343
+111
+9% +$113K 0.22% 121
2025
Q4 		$1.32M Sell
1,232
-19
-2% -$18.2K 0.24% 102
2025
Q3 		$954K Buy
1,251
+469
+60% +$349K 0.17% 124
2025
Q2 		$609K Sell
782
-98
-11% -$76.2K 0.12% 145
2025
Q1 		$727K Buy
880
+207
+31% +$172K 0.16% 120
2024
Q4 		$520K Buy
673
+108
+19% +$89.4K 0.13% 128
2024
Q3 		$500K Buy
565
+150
+36% +$135K 0.13% 128
2024
Q2 		$376K Buy
415
+5
+1% +$4K 0.15% 144
2024
Q1 		$319K Hold
410
– – 0.12% 159
2023
Q4 		$239K Hold
410
– – 0.11% 194
2023
Q3 		$220K Buy
410
+50
+14% +$25.8K 0.11% 169
2023
Q2 		$169K Hold
360
– – 0.08% 204
2023
Q1 		$124K Sell
360
-5
-1% -$1.69K 0.07% 227
2022
Q4 		$133K Buy
365
+22
+6% +$7.8K 0.08% 205
2022
Q3 		$111K Hold
343
– – 0.07% 195
2022
Q2 		$111K Buy
+343
New +$103K 0.07% 198
2022
Q1 		– Sell
-343
Closed -$95K – 373
2021
Q4 		$95K Hold
343
– – 0.05% 215
2021
Q3 		$79K Hold
343
– – 0.04% 222
2021
Q2 		$79K Sell
343
-199
-37% -$40K 0.04% 213
2021
Q1 		$101K Buy
542
+199
+58% +$38.9K 0.06% 209
2020
Q4 		$58K Buy
343
+144
+72% +$21.5K 0.04% 241
2020
Q3 		$29K Sell
199
-159
-44% -$24.6K 0.03% 210
2020
Q2 		$58K Buy
358
+159
+80% +$24.4K 0.06% 193
2020
Q1 		$27K Buy
+199
New +$27.3K 0.03% 230
2019
Q4 		– Sell
-268
Closed -$30K – 383
2019
Q3 		$30K Hold
268
– – 0.02% 348
2019
Q2 		$30K Sell
268
-185
-41% -$21.8K 0.02% 354
2019
Q1 		$59K Buy
+453
New +$55.1K 0.05% 235
2018
Q3 		$52K Buy
+484
New +$48.4K 0.03% 381

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Truvestments Capital's LLY Position: Q1 2026 in Review

Truvestments Capital increased its Eli Lilly (LLY) stake by 9% in Q1 2026, buying an estimated $113K and bringing the position to 1,343 shares worth $1.24M. The position accounts for 0.22% of the portfolio, ranked #121.

Truvestments Capital first reported a position in LLY in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.32M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Truvestments Capital held 1,343 shares of Eli Lilly worth $1.24M as of Q1 2026.
  • Truvestments Capital bought 111 Eli Lilly shares in Q1 2026, an estimated $113K.
  • Eli Lilly made up 0.22% of Truvestments Capital's portfolio in Q1 2026, its #121 holding.
  • Truvestments Capital first reported a position in Eli Lilly in Q3 2018 and has held it in 28 quarters since.
  • Truvestments Capital's Eli Lilly position peaked at $1.32M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.