Tucker Asset Management’s Eli Lilly LLY Stock Holding History

Tucker Asset 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 Q2	$302K	Buy	252 +10	+4%	+$10.2K	0.07%	124
2026 Q1	$223K	Buy	242 +116	+92%	+$118K	0.07%	128
2025 Q4	$135K	Buy	+126	New	+$120K	0.04%	153
2025 Q1	–	Sell	-277	Closed	-$214K	–	646
2024 Q4	$214K	Sell	277 -82	-23%	-$67.9K	0.02%	129
2024 Q3	$318K	Sell	359 -131	-27%	-$118K	0.07%	93
2024 Q2	$444K	Sell	490 -160	-25%	-$128K	0.1%	68
2024 Q1	$506K	Sell	650 -368	-36%	-$262K	0.12%	58
2023 Q4	$593K	Sell	1,018 -152	-13%	-$88.7K	0.15%	47
2023 Q3	$628K	Buy	1,170 +344	+42%	+$177K	0.17%	42
2023 Q2	$387K	Buy	826 +624	+309%	+$262K	0.11%	48
2023 Q1	$69.4K	Buy	202 +173	+597%	+$58.3K	0.02%	195
2022 Q4	$10.6K	Hold	29	–	–	﹤0.01%	335
2022 Q3	$10.5K	Buy	+29	New	+$9.19K	﹤0.01%	325
2021 Q1	–	Sell	-5	Closed	-$844	–	366
2020 Q4	$844	Buy	+5	New	+$747	﹤0.01%	340

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tucker Asset Management's LLY Position: Q2 2026 in Review

Tucker Asset Management increased its Eli Lilly (LLY) stake by 4.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 252 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #124.

Tucker Asset Management first reported a position in LLY in Q4 2020 and has held it in 14 quarters since. The position peaked at $628K in Q3 2023. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Tucker Asset Management held 252 shares of Eli Lilly worth $302K as of Q2 2026.
Tucker Asset Management bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
Eli Lilly made up 0.07% of Tucker Asset Management's portfolio in Q2 2026, its #124 holding.
Tucker Asset Management first reported a position in Eli Lilly in Q4 2020 and has held it in 14 quarters since.
Tucker Asset Management's Eli Lilly position peaked at $628K in Q3 2023.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.