SEC 13F Intelligence

Triangle Securities Wealth Management / LLY

Triangle Securities Wealth Management’s Eli Lilly & Co Position

Does Triangle Securities Wealth Management own Eli Lilly & Co (LLY)? Yes4.2K shares worth $5M (+1.00% of its 13F portfolio) as of Q2 2026, down from 4.3K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
4.2K
% of Portfolio
+1.00%
Quarters Held
31
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $3MQ4 ’25: $5MQ4 ’25Q1 ’26: $4MQ2 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20264.2K$5M+1.00%
Q1 20264.3K$4M+0.89%
Q4 20254.4K$5M+0.99%
Q3 20254.6K$3M+0.79%
Q2 20254.7K$4M+0.91%
Q1 20254.8K$4M+1.02%
Q4 20243.7K$3M+0.73%
Q3 20243.9K$3M+0.89%
Q2 20244.2K$4M+1.08%
Q1 20244.3K$3M+0.96%
Q4 20234.4K$3M+0.81%
Q3 20234.7K$3M+0.89%
Q2 20234.8K$2M+0.77%
Q1 20235.2K$2M+0.64%
Q4 20225.5K$2M+0.74%
Q3 20226.0K$2M+0.80%
Q2 20226.6K$2M+0.83%
Q1 20227.1K$2M+0.68%
Q4 20218.2K$2M+0.71%
Q3 20218.5K$2M+0.67%
Q2 20219.0K$2M+0.70%
Q1 20219.1K$2M+0.61%
Q4 20209.3K$2M+0.62%
Q3 20209.3K$1M+0.62%
Q2 20209.7K$2M+0.76%
Q1 202011.4K$2M+0.91%
Q4 201912.1K$2M+0.69%
Q3 201912.5K$1M+0.68%
Q2 201912.5K$1M+0.71%
Q1 201912.9K$2M+0.88%
Q4 201814.5K$2M+0.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of LLY.