First Western Trust Bank’s Eli Lilly LLY Stock Holding History

First Western Trust 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 Q1	$1.08M	Sell	1,179 -36	-3%	-$36.5K	0.05%	83
2025 Q4	$1.31M	Buy	1,215 +22	+2%	+$21K	0.06%	76
2025 Q3	$910K	Sell	1,193 -10	-0.8%	-$7.44K	0.04%	91
2025 Q2	$938K	Sell	1,203 -198	-14%	-$154K	0.04%	90
2025 Q1	$1.16M	Sell	1,401 -8	-0.6%	-$6.66K	0.06%	77
2024 Q4	$1.09M	Sell	1,409 -25	-2%	-$20.7K	0.05%	85
2024 Q3	$1.27M	Buy	1,434 +7	+0.5%	+$6.29K	0.06%	81
2024 Q2	$1.29M	Sell	1,427 -53	-4%	-$42.4K	0.06%	77
2024 Q1	$1.15M	Sell	1,480 -189	-11%	-$135K	0.05%	81
2023 Q4	$973K	Buy	1,669 +93	+6%	+$54.3K	0.05%	88
2023 Q3	$847K	Sell	1,576 -222	-12%	-$114K	0.05%	92
2023 Q2	$843K	Sell	1,798 -243	-12%	-$102K	0.04%	99
2023 Q1	$701K	Sell	2,041 -89	-4%	-$30K	0.04%	110
2022 Q4	$779K	Sell	2,130 -141	-6%	-$50K	0.04%	104
2022 Q3	$734K	Sell	2,271 -141	-6%	-$44.7K	0.05%	97
2022 Q2	$779K	Sell	2,412 -48	-2%	-$14.4K	0.05%	97
2022 Q1	$713K	Buy	+2,460	New	+$633K	0.04%	104

Other funds holding LLY

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Western Trust Bank's LLY Position: Q1 2026 in Review

First Western Trust Bank reduced its Eli Lilly (LLY) stake by 3% in Q1 2026, selling an estimated $36.5K and leaving 1,179 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #83.

First Western Trust Bank first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.31M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

First Western Trust Bank held 1,179 shares of Eli Lilly worth $1.08M as of Q1 2026.
First Western Trust Bank sold 36 Eli Lilly shares in Q1 2026, an estimated $36.5K.
Eli Lilly made up 0.05% of First Western Trust Bank's portfolio in Q1 2026, its #83 holding.
First Western Trust Bank first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
First Western Trust Bank's Eli Lilly position peaked at $1.31M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.