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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Twin Peaks Wealth Advisors's LLY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Eli Lilly (LLY) stake by 2.8% in Q1 2026, buying an estimated $34.5K and bringing the position to 1,236 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #66.

Twin Peaks Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.26M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Twin Peaks Wealth Advisors held 1,236 shares of Eli Lilly worth $1.14M as of Q1 2026.
Twin Peaks Wealth Advisors bought 34 Eli Lilly shares in Q1 2026, an estimated $34.5K.
Eli Lilly made up 0.29% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #66 holding.
Twin Peaks Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Eli Lilly position peaked at $1.26M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.