TPWA
LLY icon

Twin Peaks Wealth Advisors’s Eli Lilly LLY Stock Holding History

Twin Peaks 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 		$1.6M Buy
1,331
+95
+8% +$97.1K 0.36% 58
2026
Q1 		$1.14M Buy
1,236
+34
+3% +$34.5K 0.29% 66
2025
Q4 		$1.26M Buy
1,202
+150
+14% +$143K 0.37% 60
2025
Q3 		$803K Sell
1,052
-26
-2% -$19.3K 0.27% 69
2025
Q2 		$689K Buy
1,078
+250
+30% +$194K 0.22% 75
2025
Q1 		$627K Buy
828
+46
+6% +$38.3K 0.29% 73
2024
Q4 		$604K Buy
782
+47
+6% +$38.9K 0.26% 70
2024
Q3 		$651K Buy
735
+23
+3% +$20.7K 0.3% 68
2024
Q2 		$645K Sell
712
-6
-0.8% -$4.8K 0.32% 61
2024
Q1 		$559K Buy
718
+14
+2% +$9.96K 0.31% 63
2023
Q4 		$410K Buy
+704
New +$411K 0.26% 73

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's LLY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Eli Lilly (LLY) stake by 7.7% in Q2 2026, buying an estimated $97.1K and bringing the position to 1,331 shares worth $1.6M. The position accounts for 0.36% of the portfolio, ranked #58.

Twin Peaks Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,331 shares of Eli Lilly worth $1.6M as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 95 Eli Lilly shares in Q2 2026, an estimated $97.1K.
  • Eli Lilly made up 0.36% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Twin Peaks Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.