Turtle Creek Wealth Advisors’s Eli Lilly LLY Stock Holding History

Turtle Creek Wealth 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 Q2	$33.4M	Buy	27,818 +2,226	+9%	+$2.27M	1.76%	13
2026 Q1	$23.5M	Buy	25,592 +994	+4%	+$1.01M	1.78%	8
2025 Q4	$26.4M	Buy	24,598 +2,142	+10%	+$2.05M	2.08%	6
2025 Q3	$17.1M	Buy	22,456 +11,741	+110%	+$8.74M	1.53%	13
2025 Q2	$8.35M	Sell	10,715 -1,281	-11%	-$995K	0.99%	29
2025 Q1	$9.91M	Buy	+11,996	New	+$9.98M	1.48%	16
2024 Q4	–	Sell	-5,243	Closed	-$4.64M	–	126
2024 Q3	$4.64M	Buy	5,243 +86	+2%	+$77.3K	0.93%	40
2024 Q2	$4.67M	Buy	5,157 +212	+4%	+$170K	1.08%	34
2024 Q1	$3.85M	Sell	4,945 -24	-0.5%	-$17.1K	0.94%	40
2023 Q4	$2.9M	Buy	+4,969	New	+$2.9M	0.85%	38

Other funds holding LLY

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Turtle Creek Wealth Advisors's LLY Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Eli Lilly (LLY) stake by 8.7% in Q2 2026, buying an estimated $2.27M and bringing the position to 27,818 shares worth $33.4M. The position accounts for 1.76% of the portfolio, ranked #13.

Turtle Creek Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 2,422 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Turtle Creek Wealth Advisors held 27,818 shares of Eli Lilly worth $33.4M as of Q2 2026.
Turtle Creek Wealth Advisors bought 2,226 Eli Lilly shares in Q2 2026, an estimated $2.27M.
Eli Lilly made up 1.76% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Turtle Creek Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
2,422 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.