First Command Bank’s Eli Lilly LLY Stock Holding History

First Command 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
2023 Q2	$672K	Sell	1,432 -294	-17%	-$123K	0.06%	76
2023 Q1	$593K	Hold	1,726	–	–	0.06%	78
2022 Q4	$631K	Buy	1,726 +17	+1%	+$6.03K	0.08%	69
2022 Q3	$553K	Buy	1,709 +65	+4%	+$20.6K	0.08%	70
2022 Q2	$533K	Hold	1,644	–	–	0.08%	70
2022 Q1	$471K	Buy	1,644 +536	+48%	+$138K	0.06%	88
2021 Q4	$256K	Hold	1,108	–	–	0.04%	124
2021 Q3	$256K	Buy	1,108 +31	+3%	+$7.65K	0.04%	124
2021 Q2	$247K	Buy	1,077 +75	+7%	+$15.1K	0.03%	124
2021 Q1	$187K	Sell	1,002 -108	-10%	-$21.1K	0.04%	133
2020 Q4	$188K	Buy	1,110 +76	+7%	+$11.3K	0.05%	118
2020 Q3	$153K	Hold	1,034	–	–	0.04%	123
2020 Q2	$169K	Hold	1,034	–	–	0.05%	116
2020 Q1	$144K	Hold	1,034	–	–	0.08%	130
2019 Q4	$136K	Hold	1,034	–	–	0.06%	146
2019 Q3	$116K	Hold	1,034	–	–	0.06%	148
2019 Q2	$115K	Buy	1,034 +200	+24%	+$23.6K	0.06%	149
2019 Q1	$108K	Hold	834	–	–	0.05%	150
2018 Q4	$96K	Buy	834 +199	+31%	+$22.2K	0.05%	154
2018 Q3	$68K	Hold	635	–	–	0.02%	185
2018 Q2	$54K	Buy	635 +145	+30%	+$11.9K	0.02%	198
2018 Q1	$37.9K	Buy	490 +96	+24%	+$7.73K	0.02%	229
2017 Q4	$34K	Hold	394	–	–	0.02%	236
2017 Q3	$34K	Sell	394 -453	-53%	-$37.2K	0.02%	231
2017 Q2	$69K	Sell	847 -380	-31%	-$31K	0.05%	160
2017 Q1	$103K	Buy	1,227 +84	+7%	+$6.73K	0.07%	128
2016 Q4	$84K	Buy	+1,143	New	+$85.1K	0.07%	144

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

First Command Bank's LLY Position: Q2 2023 in Review

First Command Bank reduced its Eli Lilly (LLY) stake by 17% in Q2 2023, selling an estimated $123K and leaving 1,432 shares worth $672K. The position accounts for 0.06% of the portfolio, ranked #76.

First Command Bank first reported a position in LLY in Q4 2016 and has held it in 27 quarters since. 2,814 funds tracked by Wall St. Rank hold LLY as of Q2 2023.

First Command Bank held 1,432 shares of Eli Lilly worth $672K as of Q2 2023.
First Command Bank sold 294 Eli Lilly shares in Q2 2023, an estimated $123K.
Eli Lilly made up 0.06% of First Command Bank's portfolio in Q2 2023, its #76 holding.
First Command Bank first reported a position in Eli Lilly in Q4 2016 and has held it in 27 quarters since.
2,814 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.