Arbor Trust Wealth Advisors
LLY icon

Arbor Trust Wealth Advisors’s Eli Lilly LLY Stock Holding History

Arbor Trust 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
Q3 		$2.68M Buy
2,318
+175
+8% +$206K 1.04% 34
2026
Q2 		$2.57M Sell
2,143
-48
-2% -$49K 1.04% 34
2026
Q1 		$2.02M Sell
2,191
-60
-3% -$60.8K 0.89% 36
2025
Q4 		$2.42M Hold
2,251
– – 1.06% 32
2025
Q3 		$1.72M Buy
2,251
+63
+3% +$46.9K 0.77% 37
2025
Q2 		$1.71M Buy
2,188
+125
+6% +$97.1K 0.83% 37
2025
Q1 		$1.7M Buy
2,063
+177
+9% +$147K 0.8% 36
2024
Q4 		$1.46M Buy
1,886
+559
+42% +$463K 0.68% 40
2024
Q3 		$1.2M Hold
1,327
– – 0.63% 41
2024
Q2 		$1.2M Buy
1,327
+11
+0.8% +$8.8K 0.63% 41
2024
Q1 		$1M Buy
1,316
+45
+4% +$32K 0.55% 46
2023
Q4 		$741K Buy
1,271
+90
+8% +$52.5K 0.44% 52
2023
Q3 		$634K Sell
1,181
-35
-3% -$18K 0.42% 52
2023
Q2 		$570K Buy
1,216
+10
+0.8% +$4.19K 0.36% 57
2023
Q1 		$414K Sell
1,206
-70
-5% -$23.6K 0.27% 64
2022
Q4 		$467K Sell
1,276
-5
-0.4% -$1.77K 0.32% 58
2022
Q3 		$414K Sell
1,281
-126
-9% -$39.9K 0.31% 62
2022
Q2 		$456K Hold
1,407
– – 0.32% 65
2022
Q1 		$403K Hold
1,407
– – 0.24% 74
2021
Q4 		$389K Hold
1,407
– – 0.22% 73
2021
Q3 		$325K Hold
1,407
– – 0.2% 77
2021
Q2 		$323K Sell
1,407
-100
-7% -$20.1K 0.2% 77
2021
Q1 		$282K Hold
1,507
– – 0.19% 78
2020
Q4 		$254K Hold
1,507
– – 0.18% 78
2020
Q3 		$223K Buy
1,507
+90
+6% +$13.9K 0.19% 73
2020
Q2 		$233K Buy
+1,417
New +$218K 0.21% 76

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arbor Trust Wealth Advisors's LLY Position: Q3 2026 in Review

Arbor Trust Wealth Advisors increased its Eli Lilly (LLY) stake by 8.2% in Q3 2026, buying an estimated $206K and bringing the position to 2,318 shares worth $2.68M. The position accounts for 1.04% of the portfolio, ranked #34.

Arbor Trust Wealth Advisors first reported a position in LLY in Q2 2020 and has held it in 26 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Arbor Trust Wealth Advisors held 2,318 shares of Eli Lilly worth $2.68M as of Q3 2026.
  • Arbor Trust Wealth Advisors bought 175 Eli Lilly shares in Q3 2026, an estimated $206K.
  • Eli Lilly made up 1.04% of Arbor Trust Wealth Advisors's portfolio in Q3 2026, its #34 holding.
  • Arbor Trust Wealth Advisors first reported a position in Eli Lilly in Q2 2020 and has held it in 26 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.