Truwealth Advisors, LLC’s Eli Lilly & Co Position
Does Truwealth Advisors, LLC own Eli Lilly & Co (LLY)? Yes — 35.9K shares worth $33M (+1.59% of its 13F portfolio) as of Q1 2026, up from 35.4K shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
35.9K
% of Portfolio
+1.59%
Quarters Held
16
currently held
Position History LLY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 35.9K | $33M | +1.59% |
| Q4 2025 | 35.4K | $38M | +1.86% |
| Q3 2025 | 34.9K | $27M | +1.35% |
| Q2 2025 | 33.5K | $26M | +1.44% |
| Q1 2025 | 32.1K | $26M | +1.60% |
| Q4 2024 | 31.2K | $24M | +1.45% |
| Q3 2024 | 32.9K | $29M | +1.78% |
| Q2 2024 | 33.1K | $30M | +1.99% |
| Q1 2024 | 33.4K | $26M | +1.81% |
| Q4 2023 | 32.8K | $19M | +1.46% |
| Q3 2023 | 38.5K | $21M | +1.78% |
| Q2 2023 | 38.2K | $18M | +1.54% |
| Q1 2023 | 26.3K | $9M | +0.83% |
| Q4 2022 | 12.3K | $4M | +0.44% |
| Q3 2022 | 726 | $235,000 | +0.02% |
| Q2 2022 | 650 | $211,000 | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truwealth Advisors, LLC’s full portfolio or all institutional holders of LLY.