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TruWealth Advisors’s Eli Lilly LLY Stock Holding History

TruWealth 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
Q1 		$33M Buy
35,900
+526
+1% +$533K 1.59% 21
2025
Q4 		$38M Buy
35,374
+476
+1% +$455K 1.86% 13
2025
Q3 		$26.6M Buy
34,898
+1,437
+4% +$1.07M 1.35% 20
2025
Q2 		$26.1M Buy
33,461
+1,379
+4% +$1.07M 1.44% 21
2025
Q1 		$26.5M Buy
32,082
+851
+3% +$708K 1.6% 19
2024
Q4 		$24.1M Sell
31,231
-1,645
-5% -$1.36M 1.45% 22
2024
Q3 		$29.1M Sell
32,876
-220
-0.7% -$198K 1.78% 17
2024
Q2 		$30M Sell
33,096
-260
-0.8% -$208K 1.99% 16
2024
Q1 		$25.9M Buy
33,356
+521
+2% +$371K 1.81% 19
2023
Q4 		$19.1M Sell
32,835
-5,703
-15% -$3.33M 1.46% 22
2023
Q3 		$20.7M Buy
38,538
+387
+1% +$199K 1.78% 20
2023
Q2 		$17.9M Buy
38,151
+11,851
+45% +$4.97M 1.54% 23
2023
Q1 		$9.03M Buy
26,300
+14,013
+114% +$4.73M 0.83% 35
2022
Q4 		$4.5M Buy
12,287
+11,561
+1,592% +$4.1M 0.44% 50
2022
Q3 		$235K Buy
726
+76
+12% +$24.1K 0.02% 118
2022
Q2 		$211K Buy
+650
New +$195K 0.02% 129

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

TruWealth Advisors's LLY Position: Q1 2026 in Review

TruWealth Advisors increased its Eli Lilly (LLY) stake by 1.5% in Q1 2026, buying an estimated $533K and bringing the position to 35,900 shares worth $33M. The position accounts for 1.59% of the portfolio, ranked #21.

TruWealth Advisors first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $38M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • TruWealth Advisors held 35,900 shares of Eli Lilly worth $33M as of Q1 2026.
  • TruWealth Advisors bought 526 Eli Lilly shares in Q1 2026, an estimated $533K.
  • Eli Lilly made up 1.59% of TruWealth Advisors's portfolio in Q1 2026, its #21 holding.
  • TruWealth Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
  • TruWealth Advisors's Eli Lilly position peaked at $38M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.