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Alpine Bank Wealth Management’s Eli Lilly LLY Stock Holding History

Alpine Bank Wealth Management’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 		$1.66M Buy
1,388
+37
+3% +$37.8K 0.21% 69
2026
Q1 		$1.24M Sell
1,351
-15
-1% -$15.2K 0.18% 72
2025
Q4 		$1.47M Buy
1,366
+278
+26% +$266K 0.21% 64
2025
Q3 		$830K Sell
1,088
-51
-4% -$38K 0.12% 87
2025
Q2 		$888K Buy
1,139
+46
+4% +$35.7K 0.13% 80
2025
Q1 		$903K Buy
+1,093
New +$909K 0.14% 73
2024
Q3 		$2.4M Buy
+2,712
New +$2.44M 0.38% 38

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

Alpine Bank Wealth Management's LLY Position: Q2 2026 in Review

Alpine Bank Wealth Management increased its Eli Lilly (LLY) stake by 2.7% in Q2 2026, buying an estimated $37.8K and bringing the position to 1,388 shares worth $1.66M. The position accounts for 0.21% of the portfolio, ranked #69.

Alpine Bank Wealth Management first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q3 2024. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Alpine Bank Wealth Management held 1,388 shares of Eli Lilly worth $1.66M as of Q2 2026.
  • Alpine Bank Wealth Management bought 37 Eli Lilly shares in Q2 2026, an estimated $37.8K.
  • Eli Lilly made up 0.21% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Alpine Bank Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • Alpine Bank Wealth Management's Eli Lilly position peaked at $2.4M in Q3 2024.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.