Cape Ann Savings Bank’s Eli Lilly LLY Stock Holding History

Cape Ann Savings Bank’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	$912K	Buy	760 +68	+10%	+$69.5K	0.43%	51
2026 Q1	$636K	Buy	692 +23	+3%	+$23.3K	0.32%	61
2025 Q4	$719K	Buy	669 +92	+16%	+$88K	0.37%	56
2025 Q3	$440K	Buy	+577	New	+$429K	0.24%	70
2024 Q1	–	Sell	-345	Closed	-$223K	–	86
2023 Q4	$223K	Buy	+345	New	+$201K	0.15%	80

Other funds holding LLY

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cape Ann Savings Bank's LLY Position: Q2 2026 in Review

Cape Ann Savings Bank increased its Eli Lilly (LLY) stake by 9.8% in Q2 2026, buying an estimated $69.5K and bringing the position to 760 shares worth $912K. The position accounts for 0.43% of the portfolio, ranked #51.

Cape Ann Savings Bank first reported a position in LLY in Q4 2023 and has held it in 5 quarters since. 2,861 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Cape Ann Savings Bank held 760 shares of Eli Lilly worth $912K as of Q2 2026.
Cape Ann Savings Bank bought 68 Eli Lilly shares in Q2 2026, an estimated $69.5K.
Eli Lilly made up 0.43% of Cape Ann Savings Bank's portfolio in Q2 2026, its #51 holding.
Cape Ann Savings Bank first reported a position in Eli Lilly in Q4 2023 and has held it in 5 quarters since.
2,861 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.